CRD: 132264
Golden Gate Personal Financial Planning
$195.9M Total AUM
$195.9M Disc. AUM
22.2% 3Y CAGR
1 Employees
33 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-12-2004
- Office Locations
- 1
Office Locations
235 Montgomery Street Suite 1156 SAN Francisco CA
About Golden Gate Personal Financial Planning
Golden Gate Personal Financial Planning is a San Francisco-based, retail-focused RIA providing financial planning and discretionary asset management. Portfolios are primarily implemented with public funds and a smaller ETF allocation. Uses major custodians including Charles Schwab.
Team overview
-- AVG AGE
$195.9M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SARA LYNN ELLEFSEN
Chief Compliance Officer, PRINCIPAL
- CRD
- #2742851
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,935,082 | $1,119,629 |
| Non-Discretionary | $0 | -- |
| Total | $195,935,082 | $1,119,629 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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