JW Golden Gate Investment, LLC
RIASEC Registered
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$1.3M
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307330
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JW Golden Gate Investment, LLC is a small, owner-operated advisory corporation that manages investment portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management. It does not identify as an active ESG investor and is not presented as a multi-state adviser. The firm also lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1Qian Wang
Registered PrincipalCRD 2813118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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