Golden Green is an investment advisor in Seneca with $160.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
570996474
SEC advisor number
801-118790
FINRA CRD number
309044
AUM ?
$160.72 mm
(as of 4 Nov 22)
Accounts
778
(as of 4 Nov 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 9:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Charbonneau, James, L | Shareholder & CEO | 04/2013 | > 75% |
Burk, Amy, Charbonneau | Chief Compliance Officer | 04/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21