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Building 2GOLDEN GATE PERSONAL FINANCIAL PLANNING

Map pinSAN FRANCISCO, CA
Phone415-344-0549
NotebookSEC #801-123546
Total AUM
$195.9M
Employees
1
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 MONTGOMERY STREET
SUITE 1156
SAN FRANCISCO
CA 94104
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
415-344-0549

ReceiptFinancials

Total AUM
$195.9M
Accounts
175
Discretionary
$195.9M
Accounts
175
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$3.2M
HNW Individual Clients
33
AUM
$192.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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