J
CRD: 307330
JW Golden Gate Investment, LLC
Fremont, CA
4083218702
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2020
- Office Locations
- 1
Office Locations
-- Fremont CA
About JW Golden Gate Investment, LLC
JW Golden Gate Investment, LLC is a Fremont-based RIA. The firm has been operating for 6 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Unlock to see real insight on momentum alpha atlas.
Unlock to compare peer behavior around beacon signal.
Unlock to compare peer behavior around delta matrix.
Unlock to see real insight on fusion crest.
Upgrade to reveal position-level detail across summit unison.
See the complete signal summary connected to zenith.
Request access to benchmark trends tied to oak north.
Open the full profile to inspect shifts in zenith vertex.
Asset Classes
Alpha unison
Investment Themes
Meridian peak
Investment Vehicles
Atlas
Services
Glacier Vector
Owner & Executives
Q
Qian Wang
Chief Compliance Officer, Managing Member
- CRD
- #2813118
- Ownership
- 75% or more
(730) 376-5675
optima.foundation@ridgecapital.com
in linkedin.com/in/vector-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,400,000
Equity - Exchange:
80.5% Cash:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,962,538,495 | 80.5% |
| Cash | $959,869,573 | 19.5% |
| Total | $4,922,408,068 | 100.0% |