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GOLDEN STATE ADVISORS, LLC
CRD 147475
3 EAST THIRD AVE., SUITE 200, SAN MATEO, CA, 94401, United States
Phone
650-762-6838
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.1M
Discretionary AUM
$7.1M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.3M |
| High net worth individuals | 3 | $4.8M |
| Banking/thrift institutions | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD