GOLDEN STATE ASSET MANAGEMENT, LLC
Legal name: GOLDEN STATE ASSET MANAGEMENT
CRD #299649 SEC #801-114659 SANTA ANA, CA 866-273-1563
SEC Registered
Total AUM
$218.3M
Discretionary
$218.3M
Employees
8
Clients
--
Accounts
1,153
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2021
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | D | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | D | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | D | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | D | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | C | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | C | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | C | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | C | Control |
| CATONE, DANIEL, ROBERT | I | MANAGING MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JEFFS-CATONE, PATRICK, MICHAEL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| NAHAS, JOHN, EMILE | I | MANAGING MEMBER | C | Control |
| FAIRALL, KYLE | I | MEMBER | B | Control |
| FAIRALL, KYLE | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 25, 2021 REGISTERED
Notice Filings (1)
CA
Address
201 E. SANDPOINTE AVE. #460SANTA ANA, CA 92707
United States
Phone: 866-273-1563