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
3 East Third Ave., Suite 200, San Mateo, CA 94401
http://www.goldenstateadvisors.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

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

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.

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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