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Building 2GOLDSMITH & SZABO LLC

Map pinLOS ALTOS, CA
Phone650-941-5530
NotebookSEC #801-56597
Total AUM
$50.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
167 SOUTH SAN ANTONIO ROAD
SUITE 16
LOS ALTOS
CA 94022
USA
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
650-941-5530

ReceiptFinancials

Total AUM
$50.4M
Accounts
84
Discretionary
$48.7M
Accounts
83
Non-Discretionary
$1.7M
Accounts
1

ContactClients

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None reported

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
CA

HandshakeAffiliates

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

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