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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Prudential · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 08-06-2008
- Office Locations
- 1
Office Locations
About Golden State Advisors, LLC
Golden State Advisors (GSA) is an independent RIA providing investment management and advisory services to individuals, trusts, institutions, and nonprofits globally. The firm emphasizes a disciplined, risk-managed, long-term approach focused on risk-adjusted returns with personalized service. Portfolios are commonly implemented with ETFs and fixed income (including U.S. government/agency bonds) and can be custodied at platforms such as Schwab and Fidelity.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD XIAOSHENG SO
Financial Advisor, General Partner, Manager
- CRD
- #2651065
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,117,068 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,117,068 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,117,068
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,096,708,630 | 23.5% |
| Cash | $345,346,547 | 7.4% |
| U.S. Government/Agency | $420,016,071 | 9.0% |
| Public Funds | $1,572,726,843 | 33.7% |
| Corporate - Investment Grade | $1,232,047,141 | 26.4% |
| Total | $4,666,845,232 | 100.0% |