The Golub Group

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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 1,415 clients (1:158 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Cynthia Wallace Duncan
Avg Advisor Trust Score 97
Avg Advisor Years Registered 5
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 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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