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Building 2GOLDEN GATE FINANCIAL GROUP, LLC

Map pinSAN FRANCISCO, CA
Phone415-362-5006
NotebookSEC #801-61149
Total AUM
$29.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1750 MONTGOMERY STREET
FIRST FLOOR
SAN FRANCISCO
CA 94111
United States
Operating Hours
9:00AM - 5:00PM
MONDAY-THURSDAY
Phone
415-362-5006

ReceiptFinancials

Total AUM
$29.9M
Accounts
7
Discretionary
$29.9M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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