Overview
Assets Under Management: $161 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 32
Average Client Assets: $5 million
Frequently Asked Questions
GOLDEN GATE PERSONAL FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132264), GOLDEN GATE PERSONAL FINANCIAL PLANNING is subject to fiduciary duty under federal law.
GOLDEN GATE PERSONAL FINANCIAL PLANNING is headquartered in SAN FRANCISCO, CA.
GOLDEN GATE PERSONAL FINANCIAL PLANNING serves 32 high-net-worth clients according to their SEC filing dated January 20, 2025. View client details ↓
According to their SEC Form ADV, GOLDEN GATE PERSONAL FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
GOLDEN GATE PERSONAL FINANCIAL PLANNING manages $161 million in client assets according to their SEC filing dated January 20, 2025.
According to their SEC Form ADV, GOLDEN GATE PERSONAL FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.62
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 132264
Last Filing Date: 2025-01-20 00:00:00
Website: https://ggpfp.com