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Building 2GOLDEN STATE ASSET MANAGEMENT

Map pinSANTA ANA, CA
Phone866-273-1563
NotebookSEC #801-114659
Total AUM
$218.3M
Employees
8
Clients
994

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 E. SANDPOINTE AVE. #460
SANTA ANA
CA 92707
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
866-273-1563
Other Offices
2

ReceiptFinancials

Total AUM
$218.3M
Accounts
1,153
Discretionary
$218.3M
Accounts
1,153
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
751
AUM
$112.5M
HNW Individual Clients
233
AUM
$105.8M
Pension/Profit Sharing Plan Clients
7
AUM
$0
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$0

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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