Glenn Goodstein, financial advisor Del Mar CA

Glenn Goodstein

CRD Number: 2294989
Current Firm: The Investment House LLC

Glenn Goodstein (CRD# 2294989) is an Investment Advisor Representative working at The Investment House LLC in Del Mar, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Mg Capital Partners Del Mar, CA Jul 2016 - Current 7
The Investment House LLC Los Angeles, CA May 2012 - Current 11
Gsg Capital Advisors, LLC Del Mar, CA Aug 1997 - Current 26
Carmel Capital Partners, LLC La Jolla, CA Jan 2012 - Sep 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Glenn S. Goodstein
Phone Number: 310-873-3021
Firm Website: https://tihllc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,621
    MILLIONS
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $3,141,683
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, CO, FL, IL, LA, NJ, NV, NY, TX

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