Golden State Advisors, LLC

Golden State Advisors, LLC (CRD# 147475) is a financial advisory firm headquartered in San Mateo, CA. They manage $40,101,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $756,623
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Golden State Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edward X. So
CRD#: 2651065
475 El Camino Real, Suite 405, Millbrae, CA 94030
93
Wealthminder
score

Edward So (CRD# 2651065) is an Investment Advisor Representative working at Golden State Advisors, LLC in Millbrae, CA and has over 22 years of experience in the finance industry.

2
Suzanne C. Chen
CRD#: 2487601
951 Mariners Island Blvd., Suite 377, San Mateo, CA 94404
83
Wealthminder
score

Suzanne Chen (CRD# 2487601) is an Investment Advisor Representative working at Golden State Advisors, LLC in San Mateo, CA and has over 24 years of experience in the finance industry.

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