Golden State Overview

Recognized as one of Orange County’s largest RIAs1, Golden State’s flagship office is located in South Coast Metro, California. With offices expanding across the country, Golden State is committed to creating an atmosphere that benefits both advisors and their investors.

1As reported in Orange County Business Journal, June 1, 2021, based on assets under management.

Advisory services may be offered through Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State. " All firms are registered investment advisers with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a particular level of skill or training.