Golden State Capital Inc.
Firm details
- Headquarters
- Rowland Heights, California
- CRD number
- 340230
- Website
- californiasec.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Golden State Capital Inc. is organized as a corporation under individual ownership and operates as an investment adviser focused on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis as well as hourly fees. The FINTRX record indicates the adviser is not positioned as a capital allocator and does not identify itself as an active ESG investor. It is not a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Hillary Srilamsingha
COOCRD 8141191
Contacts
3 of 3
Armand Batocabe
CCOCRD 2295965
Dekui Liu
ShareholderCRD 8217982
Jia Zhang
CRD 8079238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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