The Golub Group

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 56%
Minimum Investment $1,000,000
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

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