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⚲
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| Golden Gate Personal Financial Planning
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|
|---|---|
| CRD # | 132264 |
| SEC # | 801-123546 |
| CIK # | |
| AUM | $160.7 M (2025-01-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-344-0549 |
| Address | 235 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 3.8 |
| (b) Individuals (high net worth individuals) | 32 | 156.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 176 | 160.7 |
| By Discretionary | ||
| Discretionary | 176 | 160.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 176 | 160.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.7 | |
| Total | 176 | 160.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.2 |
|
Ladd Capital Management LLC
✚
|
CT | 0.2 |
|
Alpha Omega Financial Advisory Inc
✚
|
0.2 | |
|
Cobler Capital Management LLC
✚
|
KS | 0.2 |
|
Walton Financial
✚
|
AL | 0.2 |
|
Durante & Waters LLC
✚
|
NY | 0.2 |
|
Paradigm Capital Management LLC
✚
|
NV | 0.2 |
|
Global Wealth Strategies LLC
✚
|
CA | 0.2 |
|
Sippican Capital Advisors LLC
✚
|
MA | 0.2 |
|
Blueprint Wealth Management Inc
✚
|
MD | 0.2 |