# GOLDEN STATE ASSET MANAGEMENT, LLC

GOLDEN STATE ASSET MANAGEMENT, LLC of SANTA ANA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 299649
- Type: SEC-registered investment adviser
- SEC file number: 801-114659
- Location: 201 E. SANDPOINTE AVE. #460, SANTA ANA, CA, 92707
- Phone: 866-273-1563
- Latest filing: 2021-03-25
- Regulatory AUM: $218.3M
- Discretionary AUM: $218.3M
- Clients: 8
- Accounts: 1,153

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| CATONE DANIEL ROBERT | MANAGING MEMBER | — |
| NAHAS JOHN EMILE | MANAGING MEMBER | — |
| JEFFS-CATONE PATRICK MICHAEL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FAIRALL KYLE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299649/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299649/similar
- Related entities: https://search.stillhousedata.com/firm/299649/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299649

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.