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).
Total Assets Under Management40MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$756,623
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.
Suzanne Chen (CRD# 2487601) is an Investment Advisor Representative working at Golden State Advisors, LLC in San Mateo, CA and has over 23 years of experience in the finance industry.