$25.1M Total AUM
$24.4M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Vital meridian
- Established Date
- 02-09-2010
- Office Locations
- 1
Office Locations
1900 S Norfolk Street Suite 350 SAN Mateo CA
About Gosho Financial Group
Gosho Financial Group is a San Mateo, CA RIA focused on long-term stock investing for income and principal growth, paired with ongoing, goals-based financial planning. The firm works with young professionals—especially those with concentrated stock options—on tax strategy, 401(k) decisions, retirement and risk management. Managed portfolios show a strong ETF orientation, with custody including Schwab.
Team overview
64 AVG AGE
$25.1M AVG AUM / ADVISOR
$761.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vital alpha Alpha
Client Personas
Insight Catalyst prime
Custodian
Bridge Meridian ridge Meridian harbor Catalyst fusion
Investment Themes
Ridge harbor Capital ember Catalyst
Investment Vehicles
Momentum
Platform
Vital wave
Services
Focus Alpha summit Atlas quantum Atlas summit Timber legacy Beacon beacon Radial Zenith bridge Radial Zenith focus
Technology
Harbor
Owner & Executives
CAROL JEANNE GOSHO
Chief Compliance Officer, Owner
- CRD
- #869116
- Ownership
- 75% or more
(447) 441-2105
alpha.unison@horizoncapital.com
in linkedin.com/in/oak-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
M
Marjan Soleimanieh
--
- CRD
- #7996890
(727) 465-9148
focus.prime@primecapital.com
in linkedin.com/in/matrix-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,406,508 | -- |
| Non-Discretionary | $722,638 | -- |
| Total | $25,129,146 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,129,146
Equity - Exchange:
38.1% Cash:
61.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,093,260,543 | 38.1% |
| Cash | $1,776,189,702 | 61.9% |
| Total | $2,869,450,245 | 100.0% |