RIA Intel›Advisers›California›GOSHO, CAROL, JEANNE

GOSHO, CAROL, JEANNE

Advisory

SAN MATEO, CA

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in CA

#4,108

of 5,480 advisers by AUM

Average account

$761K

across 33 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$24M

Non-Discretionary AUM$723K

Discretionary %97.1%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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