The Golub Group Review


Trust Score 97%
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The Golub Group, federally registered in 2003, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 9 advisors. The Golub Group manages $1.5 billion and provides investment advisory services for 1,420 clients (1:158 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Avg Account Balance $1,043,543
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:158
Headquarters San Mateo, CA
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, CA, CO, CT, FL, HI, ID, IL, IN, LA, MD, MA, MI, MN, NV, NH, NY, NC, OH, OR, PA, SC, TX, VA, WA


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