Golden State Wealth Management, LLC
Golden State Wealth Management, LLC (CRD# 167995) is a financial advisory firm headquartered in Santa Ana, CA. They manage $1,690,725,718 in 6,184 accounts and serve the financial needs of clients across 30 states (or territories).
Current Firm Details
Golden State Wealth Management, LLC
By the Numbers
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Total Assets Under Management1,691MILLION
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Total Number of Accounts6,184ACCOUNTS
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Average Account Value$273,403
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, CO, CT, FL, ID, IN, LA, MA, MI, MN, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Financial Advisors at Golden State Wealth Management, LLC
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