GOLDEN STATE ADVISORS, LLC

GOLDEN STATE ADVISORS, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 147475). Regulatory assets under management: $7.1M.

Registration

• CRD: 147475
• Type: Registered investment adviser
• Location: 3 EAST THIRD AVE., SAN MATEO, CA, 94401
• Phone: 650-762-6838
• Latest filing: 2026-03-30
• Regulatory AUM: $7.1M
• Discretionary AUM: $7.1M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search