GOLDEN GATE PERSONAL FINANCIAL PLANNING
  • GOLDEN GATE PERSONAL FINANCIAL PLANNING

Adviser Profile

As of Date 02/11/2026
Registration SEC, Approved, 03/28/2022
Other registrations (1)
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 195,935,082 41%
of that, discretionary 195,935,082 41%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,119,629 26%
% High Net Worth 91.67% 3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

196M 168M 140M 112M 84M 56M 28M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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