Overview
Assets Under Management: $559 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 6
Average Client Assets: $50 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.85
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 3,654
Discretionary Accounts: 3,654
Regulatory Filings
CRD Number: 318126
Filing ID: 2006882
Last Filing Date: 2025-08-04 15:31:00
Website: https://teamgoldenstate.com