G
$43.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
32 ADV. Clients
26 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2000
- Office Locations
- 1
Office Locations
2800 W. March Lane Suite 326 Stockton CA
About Goldstrand Planning Group
Goldstrand Planning Group is a Stockton, CA-based retail advisory serving business owners with financial and estate planning, retirement plan guidance, and insurance/life insurance solutions. Investment approach emphasizes risk management, with portfolios incorporating private funds alongside mutual funds and ETFs, with custody support through Pershing.
Team overview
68 AVG AGE
-- AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Investment Vehicles
Oak
Services
Beacon Eagle atlas Optima timber
Owner & Executives
DENNIS JOSEPH GOLDSTRAND
Advisor, Owner
- CRD
- #856646
- Ownership
- 75% or more
(672) 869-5262
wave.signal@timbercapital.com
in linkedin.com/in/zenith-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $43,112,912 | -- |
| Total | $43,112,912 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,112,912
Private Funds:
12.1% Cash:
23.1% Equity - Exchange:
14.0% Corporate - Investment Grade:
10.7% Corporate - Non-Investment Grade:
40.1% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $669,070,899 | 12.1% |
| Cash | $1,277,317,172 | 23.1% |
| Equity - Exchange | $774,131,619 | 14.0% |
| Corporate - Investment Grade | $591,657,738 | 10.7% |
| Corporate - Non-Investment Grade | $2,217,334,138 | 40.1% |
| Total | $5,529,511,566 | 100.0% |