GOLDSTRAND PLANNING GROUP

GOLDSTRAND PLANNING GROUP of STOCKTON, CA is an SEC-registered investment adviser (CRD 115906). Regulatory assets under management: $43.1M.

Registration

• CRD: 115906
• Type: Registered investment adviser
• Location: 2800 W. MARCH LANE, STOCKTON, CA, 95219-8202
• Phone: 209-472-7000
• Latest filing: 2026-02-02
• Regulatory AUM: $43.1M
• Non-discretionary AUM: $43.1M
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115906 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search