Golden State Equity Advisors, LLC
Golden State Equity Advisors, LLC (CRD# 289796) is a financial advisory firm headquartered in South Coast Metro, CA. They manage $405,211,897 in 1,340 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Golden State Equity Advisors, LLC
By the Numbers
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Total Assets Under Management405MILLION
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Total Number of Accounts1,340ACCOUNTS
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Average Account Value$302,397
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, MI, NM, NV, TX, UT, WA, WY
Financial Advisors at Golden State Equity Advisors, LLC
No Advisor Found.
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