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Building 2GOLDEN GATE FINANCIAL GROUP, LLC

Map pinSAN FRANCISCO, CA
Phone415-362-5006
NotebookSEC #801-61200
Total AUM
$81.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 FRANCISCO STREET
SUITE 203
SAN FRANCISCO
CA 94133
USA
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
415-362-5006

ReceiptFinancials

Total AUM
$81.9M
Accounts
204
Discretionary
$81M
Accounts
197
Non-Discretionary
$854K
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOHIILMDOHTXWI

HandshakeAffiliates

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

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