|
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|
| Keyboard |
| Golden Gate Personal Financial Planning
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|---|---|
| CRD # | 132264 |
| SEC # | 801-123546 |
| CIK # | |
| AUM | 195.9 M (2026-02-11) |
| 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) | 0 | 3.2 |
| (b) Individuals (high net worth individuals) | 33 | 192.7 |
| (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 | 175 | 195.9 |
| By Discretionary | ||
| Discretionary | 175 | 195.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 195.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.9 | |
| Total | 175 | 195.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avant Financial Advisors LLC
✚
|
TX | 196.4 M |
|
Smith Partners Wealth Management LLC
✚
|
NC | 196.1 M |
|
Bellingrath Wealth Management LLC
✚
|
LA | 196.1 M |
|
Hummer Financial Advisory Services Inc
✚
|
196.1 M | |
|
Frazier Financial Consultants LLC
✚
|
NC | 196.0 M |
|
JK Financial Inc
✚
|
TX | 195.8 M |
|
J2 Capital Management Inc
✚
|
MI | 195.7 M |
|
ARK Advisors LLC
✚
|
IL | 195.6 M |
|
Clark & Stuart Inc
✚
|
ME | 195.6 M |
|
Frazee Investment Consulting Inc
✚
|
TN | 195.5 M |