GOLDEN STATE ADVISORS, LLC

Overview

Golden State Advisors, LLC is a small, equity-focused registered investment adviser that manages separately managed accounts and uses a mix of exchange-traded securities and mutual funds to construct client portfolios. The firm serves both individual and institutional clients and bills using a combination of percentage-of-assets and fixed fees. Its stated advisory activities center on portfolio management for individuals/small businesses and for businesses or institutions. Investment emphasis leans toward liquid, publicly traded equities and ETFs, with supplemental allocations to third-party real estate funds as the primary alternative exposure. The firm does not position itself as an ESG specialist and does not operate as a multi-state adviser. Given its owner type (individual) and client mix, portfolio construction appears tailored to high-net-worth households and smaller institutional or business accounts, with an emphasis on easily tradable instruments for implementation and liquidity management.

Assets & Accounts

Public Holdings

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Location & Offices