JW Golden Gate Investment, LLC
Firm details
- Headquarters
- ,
- CRD number
- 307330
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JW Golden Gate Investment, LLC is an independent, California-registered limited liability advisory firm that manages portfolios for individuals and small businesses. The firm is owned by an individual and operates on a percentage-of-AUM fee model. Its core advisory activity is portfolio management for individual and family clients, and the firm lists an affiliation with an insurance company as part of its industry ties. JW Golden Gate does not position itself as an ESG investor, capital allocator, pension consultant, or multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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