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. is organized as a corporation with individual ownership and describes its public-facing activities as a real estate broker and provider of financial planning services. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Its fee structure is listed as "Other," suggesting it does not rely solely on standard asset-based or commission models, but those specifics are not disclosed. Registration details are limited; an SEC registration year is not provided. The firm’s business mix points to a hybrid operating model: brokerage activity tied to real estate combined with advisory work focused on planning rather than broad fiduciary asset management. Industry affiliations noted in source material are limited to real estate brokerage, indicating the firm’s primary regulatory and business relationships are likely centered on property transactions and associated advisory engagements rather than a broad investment-management platform.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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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