GOSHO FINANCIAL GROUP

RIASEC Registered
Total AUM
$23.5M
Discretionary
$23.5M
100% of AUM
Avg account
$261K
Accounts
90
Employees
1
Advisory reps
2

Firm details

Headquarters
SAN MATEO, California
CRD number
152268
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.1%
  • Individuals10.9%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gosho Financial Group operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm focuses on providing financial planning services and portfolio management for individuals and small businesses. It also engages in the selection of other advisers and conducts educational seminars and workshops. The firm primarily serves individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 32%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents32%

Contacts

2 of 2
  • Marjan Soleimanieh

    Wealth AdvisorCRD 7996890

  • CAROL GOSHO

    Principal & FounderCRD 869116

Wealth teams

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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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1900 S Norfolk St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth