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GOLDEN STATE ASSET MANAGEMENT
Investment Advice|SOUTH COAST METRO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$559.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 559.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 318126 |
| SEC Number | 801-123264 |
| Street Address | 201 E SANDPOINTE AVE, SUITE 460 |
| Location | SOUTH COAST METRO, CA 92707 |
| Country | United States |
| Phone | 866-273-1563 |
| Fax | 949-428-4290 |
| Total Employees | 6 |
Client Count by Type (1,883 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,704 |
| High Net Worth Individual… | 176 |
| Charitable Organizations | 3 |
County data not available for this organization.