The Golub Group

The Golub Group (CRD# 128586) is a financial advisory firm headquartered in San Mateo, CA. They manage $1,232,695,836 in 2,488 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,233
    MILLION
  • Total Number of Accounts
    2,488
    ACCOUNTS
  • Average Account Value
    $495,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
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.

AK, AL, AZ, CA, CT, FL, HI, IL, IN, LA, MA, MD, MI, MN, NC, NH, NV, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at The Golub Group
Showing 1 - 9 of 9 top financial advisors.
1
Kurt Hoefer
CRD#: 1055179
1850 Gateway Drive, Suite 600, San Mateo, CA 94404
96
Wealthminder
score

Kurt Hoefer (CRD# 1055179) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 21 years of experience in the finance industry.

2
Maria-elena M. Roner
CRD#: 4891867
1850 Gateway Drive, Suite 100, San Mateo, CA 94404
96
Wealthminder
score

Maria-elena Roner (CRD# 4891867) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 11 years of experience in the finance industry. Maria-elena Roner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sherry E. Williams
CRD#: 2022013
1850 Gateway Drive, Suite 100, San Mateo, CA 94404
96
Wealthminder
score

Sherry Williams (CRD# 2022013) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 21 years of experience in the finance industry. Sherry Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Cynthia W. Duncan
CRD#: 2289370
1850 Gateway Drive, Suite 100, San Mateo, CA 94404
93
Wealthminder
score

Cynthia Duncan (CRD# 2289370) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 22 years of experience in the finance industry.

5
Lyssa M. Grimaldo
CRD#: 2839669
1850 Gateway Drive, Suite 100, San Mateo, CA 94404
93
Wealthminder
score

Lyssa Grimaldo (CRD# 2839669) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 12 years of experience in the finance industry.

6
Colin M. Higgins
CRD#: 2813293
1850 Gateway Drive, Suite 600, San Mateo, CA 94404
93
Wealthminder
score

Colin Higgins (CRD# 2813293) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 19 years of experience in the finance industry.

7
Eric L. Jungling
CRD#: 4190007
1850 Gateway Drive, Suite 100, San Mateo, CA 94404
93
Wealthminder
score

Eric Jungling (CRD# 4190007) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 14 years of experience in the finance industry.

8
Joseph A. Martin
CRD#: 3058406
1850 Gateway Drive, Suite 600, San Mateo, CA 94025
93
Wealthminder
score

Joseph Martin (CRD# 3058406) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has over 18 years of experience in the finance industry.

9
Claire M. Silverman
CRD#: 6586912
1850 Gateway Drive, Suite 100, San Mateo, CA 94404
90
Wealthminder
score

Claire Silverman (CRD# 6586912) is an Investment Advisor Representative working at The Golub Group in San Mateo, CA and has 1 year of experience in the finance industry. Claire Silverman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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