GOLDEN STATE EQUITY PARTNERS, LLC

SOUTH COAST METRO, California·3 registered advisors·CRD# 322879
SEC# 801-12644120866-273-1563
01

Firm Overview

AUM
$744M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: FINANCIAL PLANNING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GOLDEN STATE EQUITY PARTNERS, LLC

3 registered advisors
Daniel Robert Catone
SOUTH COAST METRO, California
John Emile Nahas
SOUTH COAST METRO, California
Patrick Michael Jeffs-Catone
SOUTH COAST METRO, California
05

Office Locations

SOUTH COAST METRO, California
3 advisors

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Data sourced from SEC Form ADV filings. GOLDEN STATE EQUITY PARTNERS, LLC (CRD# 322879) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.