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GOSHO FINANCIAL GROUP
GOSHO, CAROL, JEANNE
CRD 152268
1900 S NORFOLK STREET, SUITE 350, SAN MATEO, CA, 94403, United States
Phone
650-931-2518
Fax
415-963-3364
Registration
— (—)
Source
State registered
Total AUM
$25.1M
Discretionary AUM
$24.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsELDERCARE FINANCIAL PLANNING; ESTATE SETTLEMENT COORDINATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $2.1M |
| High net worth individuals | 23 | $23.0M |
All web addresses on file
Official SEC filing: View on IAPD