GOLDEN GATE PERSONAL FINANCIAL PLANNING
GOLDEN GATE PERSONAL FINANCIAL PLANNING of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 132264). Regulatory assets under management: $195.9M.
Registration
- CRD: 132264
- SEC file number: 801-123546
- Type: Registered investment adviser
- Location: 235 MONTGOMERY STREET, SUITE 1156, SAN FRANCISCO, CA, 94104
- Phone: 415-344-0549
- Latest filing: 2026-02-11
- Regulatory AUM: $195.9M
- Discretionary AUM: $195.9M
- Clients: 1
- Accounts: 175
Business model
Compensation: Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Sara Lynn Ellefsen | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| ELLEFSEN SARA LYNN | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
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