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Golden Triangle Securties LLC (Carmel)


Golden Triangle Securties LLC is an adviser based in Carmel. It manages $97.99 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Golden Triangle Securties provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Golden Triangle Securties: assets under management

The assets under management (AUM) of Golden Triangle Securties LLC is $97.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 139% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $97.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Golden Triangle Securties LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Carmel

The principal office where Golden Triangle Securties LLC performs its advisory services is located at 25963 Carmel Knolls Drive, Carmel, CA 93923 The mailing address of the firm is P.O. Box 222298, Carmel, CA 93922. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-626-5570 or by fax 831-624-0416. The normal business hours are 6:30am to 2:30pm on Monday - Friday.


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