Golden Gate Advisors, Inc

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Walnut Creek, California
CRD number
133057
Fee structure
Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Golden Gate Advisors, Inc. is a California-based corporate advisory firm whose recorded business activity is real estate brokerage and whose advisory offering is financial planning services. The firm is individually owned and categorized as unclassified in the snapshot data. Its fee profile is listed as "Other," and it is not identified as a capital allocator or an active ESG investor. The firm operates within a single-state footprint. The combination of real estate brokerage and financial planning in the record suggests a practice oriented toward integrating property-related services with client planning — for example, advising on real estate transactions alongside broader wealth planning — rather than functioning primarily as a discretionary asset manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Douglas Buser

    Douglas Buser

    Managing DirectorCRD 2820706

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Walnut Creek, CA

Contra Costa

Location

Walnut Creek, CA

Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
1990 N California Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth