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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELLEFSEN, SARA, LYNN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLEFSEN, SARA, LYNN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLEFSEN, SARA, LYNN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLEFSEN, SARA, LYNN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| ELLEFSEN, SARA, LYNN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 20, 2025 REGISTERED
Notice Filings (1)
CA
Address
235 MONTGOMERY STREETSUITE 1156
SAN FRANCISCO, CA 94104
United States
Phone: 415-344-0549