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GOLDEN GATE PERSONAL FINANCIAL PLANNING

SAN FRANCISCO, CA · CRD 132264 · IAPD ↗ · ggpfp.com · 415-344-0549

$195.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — GOLDEN GATE PERSONAL FINANCIAL PLANNING reported RAUM up 29% ($107.4M -> $138.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.