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Building 2GOLDEN STATE EQUITY ADVISORS, LLC

Map pinSOUTH COAST METRO, CA
Phone866-273-1563
NotebookSEC #801-112013
Total AUM
$405.2M
Employees
24
Clients
685

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 E. SANDPOINTE AVE
SUITE 460
SOUTH COAST METRO
CA 92707
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
866-273-1563
Other Offices
11

ReceiptFinancials

Total AUM
$405.2M
Accounts
1,340
Discretionary
$405.2M
Accounts
1,340
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
575
AUM
$131M
HNW Individual Clients
108
AUM
$273.2M
Corporation or Business Clients
2
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMINMNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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