Golden State Advisors, LLC
Golden State Advisors, LLC (CRD# 147475) is a financial advisory firm headquartered in San Mateo, CA. They manage $7,553,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$269,750
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Golden State Advisors, LLC
1
Edward So (CRD# 2651065) is an Investment Advisor Representative working at Golden State Advisors, LLC in Millbrae, CA and has over 28 years of experience in the finance industry.
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