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Michael Macarthur Golub

GOLUB GROUP, LLC·SAN MATEO, California
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1850 GATEWAY DRIVE, SAN MATEO, CA 94404-4060CRD# 224803Firm CRD# 128586
01

About

Michael Macarthur Golub is a registered financial advisor based in SAN MATEO, California, affiliated with GOLUB GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
SUMMITRY, LLC
SUMMITRY, LLC
AUM
$2.5B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at SUMMITRY, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 224803
Firm CRD# 128586
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Macarthur Golub offer?
Michael Macarthur Golub specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Michael Macarthur Golub's credentials?
Michael Macarthur Golub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Macarthur Golub located?
Michael Macarthur Golub is based in SAN MATEO, California, working with GOLUB GROUP, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Michael Macarthur Golub charge for services?
Michael Macarthur Golub's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLUB GROUP, LLC?
GOLUB GROUP, LLC has approximately 40 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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