GOLDEN GATE ADVISORS, INC

RIASEC 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. operates as a corporation and primarily engages in financial planning services and real estate brokerage. The firm does not classify itself under traditional categories, which may indicate a unique approach to client engagement and investment strategy. While it does not actively pursue ESG investments, it has a focus on providing tailored financial planning solutions to its clients. The firm is not registered as a multi-state adviser and does not have affiliations with other advisory firms or pension consulting services.

Assets & Accounts

Public Holdings

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

    Managing DirectorCRD 2820706

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth