G
CRD: 313819
Golden Lake LLC
Parsippany, NJ
9087514900
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2021
- Office Locations
- 1
Office Locations
-- Parsippany NJ
About Golden Lake LLC
Golden Lake LLC is a Parsippany-based RIA. The firm has been operating for 4 years. Managing $4.3M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$708.3K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak delta
Investment Themes
Alpha Pioneer
Investment Vehicles
Crest summit
Services
Pathway prime Legacy glacier Frontier value Unison optima
Owner & Executives
C
CHARLES CHIU
President
- CRD
- #1905910
- Ownership
- 50% but less than 75%
(388) 386-3378
wave.focus@valuecapital.com
in linkedin.com/in/summit-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,250,000
Equity - Exchange:
9.5% Corporate - Investment Grade:
32.3% Cash:
19.7% Corporate - Non-Investment Grade:
38.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $823,233,607 | 9.5% |
| Corporate - Investment Grade | $2,798,994,264 | 32.3% |
| Cash | $1,707,126,532 | 19.7% |
| Corporate - Non-Investment Grade | $3,336,262,513 | 38.5% |
| Total | $8,665,616,916 | 100.0% |