Golden Gate Personal Financial Planning

Golden Gate Personal Financial Planning (CRD# 132264) is a financial advisory firm headquartered in San Francisco, CA. They manage $138,907,091 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
235 Montgomery Street, Suite 1156, San Francisco, CA 94104
http://www.ggpfp.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $890,430
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Golden Gate Personal Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sara Ellefsen, financial advisor San Francisco CA
Sara L. Ellefsen
CRD#: 2742851
235 Montgomery Street, Suite 1156, San Francisco, CA 94104

Sara Ellefsen (CRD# 2742851) is an Investment Advisor Representative working at Golden Gate Personal Financial Planning in San Francisco, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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