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| Happy Holidays!! thanks for using AUM13F!! |
| Golden State Asset Management LLC
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|---|---|
| CRD # | 318126 |
| SEC # | 801-123264 |
| CIK # | |
| AUM | $559.3 M (2025-03-31) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 866-273-1563 |
| Address | 201 E Sandpointe Ave, Suite 460 South Coast Metro, CA 92707 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,704 | 301.2 |
| (b) Individuals (high net worth individuals) | 176 | 256.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,654 | 559.3 |
| By Discretionary | ||
| Discretionary | 3,654 | 559.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,654 | 559.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.3 | |
| Total | 3,654 | 559.3 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Golden State Wealth Management LLC
✚
|
CA | 1.8 |
|
Golden State Equity Partners LLC
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|
CA | 0.9 |
|
Golden State Asset Management LLC
✚
|
CA | 0.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Essex LLC
✚
|
IL | 0.6 |
|
Atlas Capital Management Corp
✚
|
IN | 0.6 |
|
Tanglewood Legacy Advisors LLC
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|
TX | 0.6 |
|
Keel Wealth Management LLC
✚
|
0.6 | |
|
Financial Security Management Inc
✚
|
CO | 0.6 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.6 |
|
Presilium Private Wealth LLC
✚
|
PA | 0.6 |
|
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
|
Allen Wealth Management LLC
✚
|
NC | 0.6 |
|
Northwest Financial Services Inc
✚
|
IN | 0.6 |