GOLDEN STATE ASSET MANAGEMENT

201 E Sandpointe Ave, Suite 460
South Coast Metro, California 92707
Tel: 866-273-1563

About GOLDEN STATE ASSET MANAGEMENT

GOLDEN STATE ASSET MANAGEMENT, formally registered with the SEC as GOLDEN STATE ASSET MANAGEMENT. The firm was established in 02/18/2022. They have over 4 offices throughout the country.

GOLDEN STATE ASSET MANAGEMENT is a South Coast Metro, California based Financial Planning firm with nearly $514,955,995 assets under management, offering retirement planning & investment advisory services to 1589 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318126
SEC#	801-123264
Assets Managed by Firm	$514,955,995
No. of Clients	1589
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1589	$514,955,995
Individuals (other than high net worth individuals)	1421	$263,043,679
High net worth individuals	166	$250,529,389
Charitable organizations	2	$1,382,927

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