1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TWEDDELL GOLDBERG INVESTMENT MANAGEMENT

Map pin
Phone209-536-9734
NotebookSEC #801-81194
Total AUM
$93.6M
Employees
2
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
209-536-9734
Other Offices
1

ReceiptFinancials

Total AUM
$93.6M
Accounts
271
Discretionary
$44.9M
Accounts
77
Non-Discretionary
$48.7M
Accounts
194

ContactClients

View more in analytics →

Individual Clients
73
AUM
$16.8M
HNW Individual Clients
43
AUM
$76.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMDTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account