Golden Gate Advisors, Inc
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 133057
- Website
- www.goldengateadvisors.com
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Golden Gate Advisors, Inc. is organized as a corporation with individual ownership and describes its public-facing activities as a real estate broker and provider of financial planning services. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Its fee structure is listed as "Other," suggesting it does not rely solely on standard asset-based or commission models, but those specifics are not disclosed. Registration details are limited; an SEC registration year is not provided. The firm’s business mix points to a hybrid operating model: brokerage activity tied to real estate combined with advisory work focused on planning rather than broad fiduciary asset management. Industry affiliations noted in source material are limited to real estate brokerage, indicating the firm’s primary regulatory and business relationships are likely centered on property transactions and associated advisory engagements rather than a broad investment-management platform.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Douglas Buser
Managing DirectorCRD 2820706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1990 N California Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Capital Management Advisor Group, LLC
RIAWalnut Creek, CA
Terrafirma Wealth Partners
RIAWalnut Creek, CA
Acclaro Wealth Management
RIAWalnut Creek, CA
Insignia Capital Group, L.P.
RIAWalnut Creek, CA
Dawson Investment Management
RIAWalnut Creek, CA
Burton Enright Welch
RIAWalnut Creek, CA