GOLDEN STATE EQUITY ADVISORS, LLC
  • GOLDEN STATE EQUITY ADVISORS, LLC
  • ARENZANO CAPITAL, LLC
  • TVN WEALTH MANAGEMENT
  • TANGENT RETIREMENT
  • SCHNEIDER WEALTH MANAGEMENT
  • RODEO ADVISORS, LLC
  • ORGAN PEAK FINANCIAL GROUP
  • MORNING STAR WEALTH MANAGEMENT
  • LONGEVITY WEALTH
  • LEGACY WEALTH MANAGEMENT
  • HIDDEN PEAK INVESTMENTS
  • GOLDEN STATE EQUITY PARTNERS, LLC
  • GOLDEN STATE ASSET MANAGEMENT
  • ENRIQUEZ FINANCIAL GROUP
  • DESERT CITIES WEALTH MANAGEMENT
  • BOABAB WEALTH MANAGEMENT

Adviser Profile

As of Date 09/19/2022
Registration status Terminated
ADV Location SOUTH COAST METRO, CA, United States
Contact Info 866 xxxxxxx
Websites
AUM* 405,211,897
of that, discretionary 405,211,897
Number of Employees 24
of those in investment advisory functions 16
Private Fund GAV* 0
Avg Account Size 302,397
% High Net Worth 15.81%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

405M 347M 289M 232M 174M 116M 58M
2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees