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Golden Trail Advisers, LLC (Burr Ridge)


Golden Trail Advisers, LLC is an adviser based in Burr Ridge. It manages $31.8 million of regulatory assets for 286 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.




Golden Trail Advisers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Golden Trail Advisers: assets under management

The assets under management (AUM) of Golden Trail Advisers, LLC is $31.8 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.6 million in discretionary accounts and $11.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $746.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Golden Trail Advisers, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burr Ridge

The principal office where Golden Trail Advisers, LLC performs its advisory services is located at 11 S270 Jackson Street, Burr Ridge, IL 60527, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-323-1111 or by fax 630-622-1792. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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