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Building 2DAN GOLDIE FINANCIAL SERVICES LLC

Map pinPALO ALTO, CA
Phone650-566-1121
NotebookSEC #801-70030
Total AUM
$858.2M
Employees
3
Clients
422

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2409 PARK BLVD
PALO ALTO
CA 94306
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-566-1121
Other Offices
1

ReceiptFinancials

Total AUM
$858.2M
Accounts
1,360
Discretionary
$0
Accounts
0
Non-Discretionary
$858.2M
Accounts
1,360

ContactClients

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Individual Clients
168
AUM
$49M
HNW Individual Clients
253
AUM
$808.6M
Pension/Profit Sharing Plan Clients
1
AUM
$592K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

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

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