GOLDEN STATE EQUITY PARTNERS, LLC
Investment Advice|SOUTH COAST METRO, CA|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$880.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 880.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 322879 |
| SEC Number | 801-126441 |
| Street Address | 201 E. SANDPOINTE AVE |
| Street Address 2 | SUITE 460 |
| Location | SOUTH COAST METRO, CA 92707 |
| Country | United States |
| Phone | 866-273-1563 |
| Total Employees | 27 |
| Business Types | insurance_broker |
Client Count by Type (1,490 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,191 |
| High Net Worth Individual… | 276 |
| Corporations/Businesses | 17 |
| Charitable Organizations | 5 |
| Pension/Profit Sharing Pl… | 1 |
County data not available for this organization.