GOLDEN STATE CAPITAL INC.
Firm details
- Headquarters
- ROWLAND HEIGHTS, California
- CRD number
- 340230
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Golden State Capital Inc. is a privately held corporate advisory firm that focuses on portfolio management for individual clients and small businesses. The firm is owned by an individual and is classified in the data set as "Unclassified." It does not present itself as a capital allocator and is not identified as an active ESG investor or a pension consultant. The adviser is not flagged as multi-state or related to another adviser; its SEC registration year is not recorded in the available data. Service and billing arrangements combine asset-based fees and hourly charges, indicating flexibility to serve both ongoing wealth-management relationships and project or advisory engagements. Beyond the core description of portfolio management for individuals and small businesses, there are no public details about specialty strategies, target client segments, or additional service lines.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Hillary Srilamsingha
COOCRD 8141191
Contacts
3 of 3Jia Zhang
CRD 8079238
ARMAND BATOCABE
CCOCRD 2295965
dekui liu
CRD 8217982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROWLAND HEIGHTS, CA
LOS ANGELES
Location
ROWLAND HEIGHTS, CA
Headquartered in ROWLAND HEIGHTS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 18250 Colima Rd
- Time zone
- PT (UTC-8)
- Office locations
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