RIA Intel›Advisers›Maine›GOLD, JOEL IRA

GOLD, JOEL IRA

Advisory

Data as of Jan 4, 2018 · Source: SEC Form ADV

Average account

$591K

across 29 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 4, 2018.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL, ME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

JAMES HEAVEY WEALTH ADVISORS, LLC

$17M

SILVER MAPLE FINANCIAL, LLC

$19M

ZEN FINANCIAL PLANNING, LLC

YORK, ME

$14M

SILVER ACCOUNTING SERVICE

$14M

DRACH ADVISORS LLC

$21M

CHESS FINANCIAL PLANNING LLC

$13M

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