GOLDEN CORNER WEALTH ADVISORS
GOLDEN GREEN, INC. Legal Name
Adviser information for GOLDEN CORNER WEALTH ADVISORS last updated from Form ADV on June 5th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | South Carolina, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 2 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 787 | $130.4M |
Non-Discretionary | 3 | $202,159 |
Total | 790 | $130.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 343 | $73.7M |
HNW Individuals | 37 | $56.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $18,349 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 5 | $578,896 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 130.6M |
Portfolio Manager to Program | Sponsor |
---|---|
GOLDEN GREEN, INC. DBA GOLDEN CORNER WEALTH ADVISORS WRAP FEE PROGRAM | GOLDEN CORNER WEALTH ADVISORS |
Principal Office
811 BYPASS 123SENECA
SC
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 864-888-8700, Fax: 864-888-0826
Websites
Chief Compliance Officer
AMY C BURK
CHIEF COMPLIANCE OFFICER
811 BYPASS 123
SENECA
SC
United States
Tel:
864-888-8700
Fax:
864-888-0826
A*******@*****************M
(Full email address available in API data)
Regulatory Contact
JAMES L CHARBONNEAU
SHAREHOLDER & CEO
811 BYPASS 123
SENECA
SC
United States
Tel:
864-888-8700
Fax:
864-888-0826
J**************@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHARBONNEAU, JAMES, L | Individual | – | SHAREHOLDER & CEO | 04/2013 | > 75% |
BURK, AMY, CHARBONNEAU | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed October 31st, 2023 for period ending September 30th, 2023
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADVANCED MICRO DEVICES INC | COM | 455K | 4K | – |
AGNC INVT CORP | COM | 1M | 156K | – |
ALPHABET INC | CAP STK CL A | 931K | 7K | – |
ALPS ETF TR | ALERIAN MLP | 4M | 93K | – |
AMAZON COM INC | COM | 2M | 12K | – |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 1M | 70K | – |
APPLE INC | COM | 12M | 68K | – |
ARES CAPITAL CORP | COM | 2M | 97K | – |
BLACKSTONE MTG TR INC | COM CL A | 269K | 12K | – |
BLUE OWL CAPITAL CORPORATION | COM | 2M | 119K | – |
BOOKING HOLDINGS INC | COM | 669K | 217 | – |
BROADCOM INC | COM | 860K | 1K | – |
CAPITAL SOUTHWEST CORP | COM | 3M | 122K | – |
CATERPILLAR INC | COM | 298K | 1K | – |
CHEVRON CORP NEW | COM | 630K | 4K | – |
CONOCOPHILLIPS | COM | 716K | 6K | – |
COSTCO WHSL CORP NEW | COM | 950K | 2K | – |
DEVON ENERGY CORP NEW | COM | 2M | 40K | – |
EATON VANCE TAX-MANAGED DIVE | COM | 1M | 103K | – |
ELI LILLY & CO | COM | 2M | 4K | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 1M | 30K | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 448K | 32K | – |
ETFIS SER TR I | INFRAC ACT MLP | 4M | 109K | – |
EXXON MOBIL CORP | COM | 1M | 10K | – |
FOOT LOCKER INC | COM | 450K | 30K | – |
FRANKLIN BSP RLTY TR INC | COMMON STOCK | 281K | 21K | – |
FS KKR CAP CORP | COM | 1M | 65K | – |
GLOBAL X FDS | GLB X MLP ENRG I | 4M | 92K | – |
GLOBAL X FDS | GLBL X MLP ETF | 4M | 85K | – |
GLOBAL X FDS | US PFD ETF | 652K | 35K | – |
GLOBAL X FDS | RATE PREFERRED | 582K | 25K | – |
HANCOCK JOHN PFD INCOME FD | SH BEN INT | 580K | 40K | – |
HANCOCK JOHN PFD INCOME FD I | COM | 586K | 41K | – |
HANCOCK JOHN PFD INCOME FD I | COM | 583K | 44K | – |
HANCOCK JOHN TAX-ADVANTAGED | COM | 868K | 49K | – |
HERCULES CAPITAL INC | COM | 2M | 138K | – |
HIVE DIGITAL TECHNOLOGIES LT | COM NEW | 31K | 10K | – |
HOME DEPOT INC | COM | 459K | 2K | – |
HUT 8 MNG CORP | COM | 29K | 15K | – |
INTERNATIONAL GAME TECHNOLOG | SHS USD | 152K | 10K | – |
INVESCO EXCH TRADED FD TR II | PFD ETF | 3M | 307K | – |
INVESCO MORTGAGE CAPITAL INC | COM | 827K | 83K | – |
ISHARES TR | CORE S&P MCP ETF | 206K | 827 | – |
ISHARES TR | PFD AND INCM SEC | 3M | 116K | – |
KEYCORP | COM | 222K | 21K | – |
LAS VEGAS SANDS CORP | COM | 429K | 9K | – |
MAIN STR CAP CORP | COM | 2M | 42K | – |
MASTERCARD INCORPORATED | CL A | 315K | 796 | – |
MCDONALDS CORP | COM | 427K | 2K | – |
META PLATFORMS INC | CL A | 2M | 8K | – |
MFA FINL INC | COM | 1M | 130K | – |
MICROSOFT CORP | COM | 2M | 6K | – |
NETFLIX INC | COM | 2M | 5K | – |
NEW YORK CMNTY BANCORP INC | COM | 128K | 11K | – |
NVIDIA CORPORATION | COM | 1M | 3K | – |
OCCIDENTAL PETE CORP | COM | 733K | 11K | – |
PALO ALTO NETWORKS INC | COM | 225K | 958 | – |
PENNANTPARK FLOATING RATE CA | COM | 2M | 153K | – |
PENNANTPARK INVT CORP | COM | 2M | 253K | – |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 408K | 27K | – |
PIONEER NAT RES CO | COM | 852K | 4K | – |
POTLATCHDELTIC CORPORATION | COM | 226K | 5K | – |
RITHM CAPITAL CORP | COM NEW | 2M | 171K | – |
SALESFORCE INC | COM | 551K | 3K | – |
SCHWAB CHARLES CORP | COM | 266K | 5K | – |
SERVICENOW INC | COM | 371K | 663 | – |
SEVEN HILLS REALTY TRUST | COM | 335K | 31K | – |
SHOPIFY INC | CL A | 469K | 9K | – |
SIXTH STREET SPECIALTY LENDI | COM | 2M | 97K | – |
SPDR SER TR | PORTFOLIO SH TSR | 269K | 9K | – |
STAR BULK CARRIERS CORP. | SHS PAR | 894K | 46K | – |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 351K | 2K | – |
THE TRADE DESK INC | COM CL A | 245K | 3K | – |
TRIPLEPOINT VENTURE GROWTH B | COM | 2M | 144K | – |
UBER TECHNOLOGIES INC | COM | 516K | 11K | – |
UNITEDHEALTH GROUP INC | COM | 546K | 1K | – |
VISA INC | COM CL A | 789K | 3K | – |
WELLS FARGO CO NEW | COM | 219K | 5K | – |
WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 208K | 9K | – |
WORKDAY INC | CL A | 377K | 2K | – |