Golden Gate Financial Group, LLC is a large advisory firm based in San Francisco. It manages $29.93 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Golden Gate Financial Group provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Golden Gate Financial Group, LLC is $29.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Golden Gate Financial Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Alphonse Castagna has been acting as President since 1 May 2002. Patrick L. Gibbons joined the executive team most recently as the Treasurer/Secretary/Finop.
The principal office where Golden Gate Financial Group, LLC performs its advisory services is located at 1750 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-362-5006 or by fax 415-954-8547. The normal business hours are 9:00am - 5:00pm on Other. You can find more information about the New York firm at www.ggfg.com.