GOLDEN YEARS ADVISORY, LLC

GOLDEN YEARS ADVISORY, LLC of DULUTH, GA is an SEC-registered investment adviser (CRD 151640). Regulatory assets under management: $111.1M.

Registration

• CRD: 151640
• SEC file number: 801-135590
• Type: Registered investment adviser
• Location: 6340 SUGARLOAF PARKWAY, SUITE 200, DULUTH, GA, 30097
• Phone: 770-828-8303
• Latest filing: 2026-02-17
• Regulatory AUM: $111.1M
• Discretionary AUM: $111.1M
• Clients: 2
• Accounts: 532

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151640 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search