GOLDEN STATE EQUITY PARTNERS, LLC

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

About GOLDEN STATE EQUITY PARTNERS, LLC

GOLDEN STATE EQUITY PARTNERS, LLC, formally registered with the SEC as GOLDEN STATE EQUITY PARTNERS, LLC. The firm was established in 08/25/2022. They have over 21 offices throughout the country.

GOLDEN STATE EQUITY PARTNERS, LLC is a South Coast Metro, California based Financial Planning firm with nearly $743,725,447 assets under management, offering retirement planning & investment advisory services to 4106 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322879
SEC#	801-126441
Assets Managed by Firm	$743,725,447
No. of Clients	4106
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees
Other (FINANCIAL PLANNING FEES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	4106	$743,725,447
Individuals (other than high net worth individuals)	1191	$235,335,916
High net worth individuals	238	$486,142,932
Pension and profit sharing plans	1	$451,762
Charitable organizations	4	$1,580,448
Corporations or other businesses	18	$20,214,389

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