Phillip Goldstein (CRD# 5711842) is an Investment Advisor Representative working at Bulldog Investors, LLP in Pleasantville, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bulldog Investors, LLC | Saddle Brook, NJ | Aug 2009 - Current | 14 |
| Bulldog Investors | Saddle Brook, NJ | Jan 1992 - Current | 32 |
- NJ
- NY
- TX
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$959,284
- A percentage of assets under your management
- Performance-based fees
- 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)
CA, CT, FL, MN, NJ, NV, NY, TX
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