GOLDEN GATE PERSONAL FINANCIAL PLANNING

235 Montgomery Street
Suite 1156
San Francisco, California 94104
Tel: 415-344-0549

About GOLDEN GATE PERSONAL FINANCIAL PLANNING

GOLDEN GATE PERSONAL FINANCIAL PLANNING, formally registered with the SEC as GOLDEN GATE PERSONAL FINANCIAL PLANNING. The firm was established in 03/28/2022. They have over 1 offices throughout the country.

GOLDEN GATE PERSONAL FINANCIAL PLANNING is a San Francisco, California based Financial Planning firm with nearly $160,709,035 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132264
SEC#	801-123546
Assets Managed by Firm	$160,709,035
No. of Clients	176
No. of Advisors	1

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	176	$160,709,035
Individuals (other than high net worth individuals)	5	$3,829,326
High net worth individuals	32	$156,879,709

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