Golden State Equity Partners, LLC is a related adviser based in South Coast Metro. It manages $27.46 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, and Texas.
Golden State Equity Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Golden State Equity Partners, LLC is $27.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Golden State Equity Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Golden State Equity Partners is individuals with 106 clients and $21.51 million of assets under management. Among the 1 most similar advisory firms, Golden State Equity Partners has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $27.46 million for 110 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Golden State Equity Partners doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Golden State Equity Partners, LLC performs its advisory services is located at 201 E. Sandpointe Ave, South Coast Metro, CA 92707, which is also the mailing address of the firm. An additional office of the firm is in Palm Desert, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-273-1563. The normal business hours are 9:00am - 5:00pm on Monday - Friday.