GOSHO FINANCIAL GROUP

GOSHO FINANCIAL GROUP of SAN MATEO, CA is an SEC-registered investment adviser (CRD 152268). Regulatory assets under management: $25.1M.

Registration

• CRD: 152268
• Type: Registered investment adviser
• Location: 1900 S NORFOLK STREET, SAN MATEO, CA, 94403
• Phone: 650-931-2518
• Latest filing: 2026-06-11
• Regulatory AUM: $25.1M
• Discretionary AUM: $24.4M
• Non-discretionary AUM: $723K
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search