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Building 2GOODSTEIN WEALTH MANAGEMENT LLC

Map pinENCINO, CA
Phone818-995-3500
NotebookSEC #801-127449
Total AUM
$114.2M
Employees
2
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15760 VENTURA BLVD., SUITE 1520
ENCINO
CA 91436
United States
Operating Hours
6:30 - 4:00
Monday - Friday
Phone
818-995-3500

ReceiptFinancials

Total AUM
$114.2M
Accounts
275
Discretionary
$114.2M
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$20M
HNW Individual Clients
46
AUM
$93.7M
Pension/Profit Sharing Plan Clients
1
AUM
$517.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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