Investment adviser · CRD 289796
GOLDEN STATE EQUITY ADVISORS, LLC
Investment adviser filing (IA)
SOUTH COAST METRO, CA, United States · Form ADV filed Sep 19, 2022
- Regulatory AUM
- $405M Form ADV · Item 5.F
- Client accounts
- 1,340 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 16 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 | 108 | $273,165,825 | 67.4% |
| Individuals | 575 | $131,045,979 | 32.3% |
| Corporations & businesses | Fewer than 5 | $1,000,093 | 0.2% |
Filing source
Form ADV 1676521 · Sep 19, 2022 · 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: Sep 19, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
201 E. SANDPOINTE AVE, SUITE 460SOUTH COAST METRO, CA, 92707, United States
CRD 289796
Filing source
Form ADV 1676521 · Sep 19, 2022 · 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.