Investment adviser · CRD 132264
GOLDEN GATE PERSONAL FINANCIAL PLANNING
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $196M Form ADV · Item 5.F
- Client accounts
- 175 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 33 | $192,722,063 | 98.4% |
| Individuals | Fewer than 5 | $3,213,019 | 1.6% |
Filing source
Form ADV 2051719 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Fixed
Principal office
235 MONTGOMERY STREET, SUITE 1156SAN FRANCISCO, CA, 94104, United States
CRD 132264
Filing source
Form ADV 2051719 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.