GOLDEN STATE CAPITAL INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4

Firm details

Headquarters
ROWLAND HEIGHTS, California
CRD number
340230
Fee structure
Percentage of AUM, Hourly Charges
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Golden State Capital Inc. is a privately held corporate advisory firm that focuses on portfolio management for individual clients and small businesses. The firm is owned by an individual and is classified in the data set as "Unclassified." It does not present itself as a capital allocator and is not identified as an active ESG investor or a pension consultant. The adviser is not flagged as multi-state or related to another adviser; its SEC registration year is not recorded in the available data. Service and billing arrangements combine asset-based fees and hourly charges, indicating flexibility to serve both ongoing wealth-management relationships and project or advisory engagements. Beyond the core description of portfolio management for individuals and small businesses, there are no public details about specialty strategies, target client segments, or additional service lines.

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

Owners & executives

1 of 1
  • Hillary Srilamsingha

    COOCRD 8141191

Contacts

3 of 3
  • Jia Zhang

    CRD 8079238

  • ARMAND BATOCABE

    CCOCRD 2295965

  • dekui liu

    CRD 8217982

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROWLAND HEIGHTS, CA

LOS ANGELES

Location

ROWLAND HEIGHTS, CA

Headquartered in ROWLAND HEIGHTS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
18250 Colima Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth