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Golden Gate Personal Financial Planning

● SEC registered since 2022CRD 132264SEC# 801-123546San Francisco, CA
Export (members)
Reg. AUM
$195.9M
Employees
1
Accounts
175
Location
San Francisco, CA

Golden Gate Personal Financial Planning assets under management

Golden Gate Personal Financial Planning is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2022. It reports $195.9 million in regulatory assets under management and employs 1 people.
www.ggpfp.comView on SEC.gov ↗

Golden Gate Personal Financial Planning owners & executives

1 reported
NameTitleOwnershipSince
Sara Lynn Ellefsen ControlPrincipal, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Golden Gate Personal Financial Planning manage?

Golden Gate Personal Financial Planning reports $195.9 million in regulatory assets under management on its Form ADV.

How many employees does Golden Gate Personal Financial Planning have?

Golden Gate Personal Financial Planning reports 1 employees.

Where is Golden Gate Personal Financial Planning located?

Golden Gate Personal Financial Planning is based in San Francisco, CA and has been SEC-registered since 2022.

Does Golden Gate Personal Financial Planning disclose fund performance?

Golden Gate Personal Financial Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address235 Montgomery Street, Suite 1156, San Francisco, CA 94104
Phone415-344-0549
Office hours8 a.m. - 6 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195.9M
Non-discretionary$0
Total (RAUM)$195.9M