Golden State Capital Inc.

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
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 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

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

    Hillary Srilamsingha

    COOCRD 8141191

Contacts

3 of 3
  • Armand Batocabe

    Armand Batocabe

    CCOCRD 2295965

  • Dekui Liu

    ShareholderCRD 8217982

  • Jia Zhang

    CRD 8079238

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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