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Building 2GOLDMAN WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-361-3698
NotebookSEC #801-136236
Total AUM
$120M
Employees
2
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12544 HIGH BLUFF DRIVE
SUITE 200
SAN DIEGO
CA 92130
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
858-361-3698

ReceiptFinancials

Total AUM
$120M
Accounts
168
Discretionary
$120M
Accounts
168
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$22.4M
HNW Individual Clients
37
AUM
$92.7M
Pension/Profit Sharing Plan Clients
6
AUM
$4.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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