T
CRD: 123127
THE Gold Company
$17.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
30 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-1996
- Office Locations
- 1
Office Locations
145 Newbury Street Portland ME
About THE Gold Company
THE Gold Company is a OLD Orchard Beach-based RIA. The firm has been operating for 30 years. Managing $17.1M in total assets under management, with 1 advisory representatives.
Team overview
57 AVG AGE
$17.1M AVG AUM / ADVISOR
$591.4K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOEL IRA GOLD
Certified Financial Planner, PRINCIPAL
- CRD
- #223801
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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No contact records available.
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,150,000 | -- |
| Total | $17,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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