A complete list of active advisors currently associated with Golden State Advisors, LLC

Warmer can help you find a great advisor at Golden State Advisors, LLC or one who fits your needs even better.

Golden State Advisors LLC is a California-registered investment adviser that provides discretionary, asset-based portfolio management to individuals, trusts, corporations, and charities. The firm was founded in 2008 and manages approximately $7.1 million in client assets, with accounts typically opened at a custodian of the client’s choice and managed under a limited power of attorney. The firm constructs portfolios using mutual funds, ETFs, individual stocks and bonds across U.S. and international markets, with strategies oriented toward growth, growth and income, and income. Investment decisions incorporate fundamental, technical and charting analysis, and holdings may be held for long-term, short-term, or trading purposes depending on client objectives and market views. Notably for a solo independent adviser with a small client base, the firm also provides portfolio management for institutional-type clients and maintains relationships with banking or thrift institutions, a service mix that is uncommon among peers. The adviser manages accounts on a discretionary basis but does not take custody of client assets and declines authority to vote client securities, leaving custodians to deliver statements and proxy materials.

To learn more about the advisors currently working at Golden State Advisors, LLC, 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.