A complete list of active advisors currently associated with Golden Gate Advisors, Inc.
Warmer can help you find a great advisor at Golden Gate Advisors, Inc. or one who fits your needs even better.
Golden Gate Advisors, Inc. is a family-office registered investment adviser that serves accredited, high‑net‑worth individuals and their related entities, including pension and profit‑sharing plans, trusts, estates, charitable institutions, corporations and other business entities. The firm provides private financial planning and wealth management along with ERISA 3(21)/3(38) investment supervisory services for qualified retirement plans, participant advice, IRA and individual account services, sub‑advisory arrangements, and project‑based consulting. The firm’s investment approach emphasizes a core‑satellite, active/passive multi‑manager framework using equities, bonds, ETFs, mutual funds, alternative investments and income‑producing real estate, with asset‑class positions typically held for a year or longer. Golden Gate constructs risk‑based allocation models, conducts manager due diligence and prepares investment policy statements, and it can provide both discretionary and nondiscretionary management and periodic rebalancing depending on client agreements. A notable feature of the firm is its mix of plan‑level and advisor‑to‑advisor activity: it provides sub‑advisory services to other advisers and negotiates shareholder servicing (12b‑1) fees to credit back to qualified plans. The brochure also discloses that some employees are California‑licensed real estate brokers and insurance agents who may earn commissions on transactions (including real estate and annuity recommendations), and the firm states steps it takes to disclose and mitigate those potential conflicts.
To learn more about the advisors currently working at Golden Gate Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Walnut Creek, CA
| 29
|
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