GOLDEN GATE PERSONAL FINANCIAL PLANNING
CRD #132264 SEC #801-123546 SAN FRANCISCO, CA 415-344-0549
SEC Registered
Total AUM
$160.7M
Discretionary
$160.7M
Employees
1
Clients
26
Accounts
176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $160.7M | $160.7M | $0 | 1 | 0 |
| Jan 2024 | $138.9M | $138.9M | $0 | 1 | 0 |
| Feb 2023 | $107.4M | $107.4M | $0 | 1 | 0 |
| Feb 2022 | $115.2M | $115.2M | $0 | 1 | 1 |
DateJan 2025
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees1
Clients1