Understanding Accredited Investors

At Golden Investments, it’s important for our potential investors to understand what qualifies someone as an accredited investor:
  • Business Qualifications: Investing on behalf of a business with over $5 million in assets or where all equity owners are accredited investors.
  • Income: An individual income of $200,000 or more for the last two years with the expectation to maintain or exceed that level this year.
  • Joint Income: A combined income with a spouse of $300,000 or more for the last two years with the expectation to continue at that level.
  • Net Worth: A net worth exceeding $1 million, excluding the value of the primary residence, either individually or jointly with a spouse.
  • Professional Credentials: Holding specific financial credentials such as Series 7, Series 65, or Series 82 licenses.

Now You Know

These criteria help ensure that accredited investors have the financial understanding and capacity to engage in investment opportunities not available to the general public. For more detailed information, please visit our Accredited Investor Information.

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