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Last updated: January 16th, 2020. Data source: SEC filings.
The Golub Group, federally registered in 2003, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 9 advisors. The Golub Group manages $1.5 billion and provides investment advisory services for 1,415 clients (1:158 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||56%|
|Average Client Balance||$1,047,231|
|Total AUM||$1.5 billion|
|Advisor / Client Ratio||1:158|
|Headquarters||San Mateo, CA|
|SEC Filings||Forms and Brochures (CRD # 128586)|
|State(s) Registered||AZ, CA, CO, CT, FL, HI, ID, IL, LA, MA, MI, MN, NV, NH, NY, NC, OR, SC, TX, VA, WA|