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GOLDEN GATE PERSONAL FINANCIAL PLANNING

SEC Form ADV profile.

Total regulatory AUM
$195,935,082
Discretionary
$195,935,082
Non-discretionary
$0

Firm details

CRD number
132264
SEC file number
801-123546
Main office
SAN FRANCISCO, CA, United States
Employees
1
SEC status
Approved
Fee structure
Fixed fees

As of November 2026.