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GOLDEN GATE PERSONAL FINANCIAL PLANNING
CRD 132264 · SEC 801-123546
235 MONTGOMERY STREET, SUITE 1156, SAN FRANCISCO, CA, 94104, United States
Phone
415-344-0549
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$195.9M
Discretionary AUM
$195.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $192.7M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD