Golden Gate Personal Financial Planning
● SEC registered since 2022CRD 132264SEC# 801-123546San Francisco, CA
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.
Golden Gate Personal Financial Planning owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sara Lynn Ellefsen Control | Principal, Chief Compliance Officer | Over 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
| Address | 235 Montgomery Street, Suite 1156, San Francisco, CA 94104 |
| Phone | 415-344-0549 |
| Office hours | 8 a.m. - 6 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$195.9M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$195.9Mregulatory AUM
Discretionary $195.9M