Golden Section Advisors LLC (Beijing)

Name: Golden Section Advisors LLC
Address: F14, Tower A, Citic Building, No.19, Beijing, 100004
Telephone: 010-84418763

Golden Section Advisors LLC is an adviser based in Beijing. It manages $3.57 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2016.

Golden Section Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Golden Section Advisors: assets under management

The assets under management (AUM) of Golden Section Advisors LLC is $3.57 million, all of which is managed in discretionary accounts. $3.57 million of the total AUM is attributable to clients outside of the United States.

The firm manages $3.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.84 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Golden Section Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Golden Section Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Golden Section Advisors is high net worth individuals with 22 clients and $2.77 million of assets under management. Among the 0 most similar advisory firms, Golden Section Advisors has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3.57 million for 55 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Golden Section Advisors doesn't advise any private funds.

Careers at Golden Section Advisors LLC

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ganxiao Liu	Chief compliance officer	1 Oct 2016	Other	6722194
Llc Golden Section Ifa	Managing member	1 Oct 2016	75% - 100%	61-1806084

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Golden Section Investments	Sole shareholder	1 Oct 2016	75% - 100%	foreign

Based in Beijing

The principal office where Golden Section Advisors LLC performs its advisory services is located at F14, Tower A, Citic Building, No.19, Beijing, 100004, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 010-84418763 or by fax 010-84418763. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at gsifa.com.