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Matthew Goldhaber, financial advisor Lake Forest IL

Matthew Goldhaber

CRD Number: 5006096
Current Firm: Fisher Investments
Matthew Goldhaber (CRD# 5006096) is an Investment Advisor Representative working at Fisher Investments in Lake Forest, IL and has over 13 years of experience in the finance industry.
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Company Name Location Dates Years
Fisher Investments Woodside, CA Jul 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Matthew P. Goldhaber
6500 International Pkwy, Ste 2050, Plano, TX 75093
Phone Number: 800-851-8845
Advisor Website: https://www.fisherinvestments.com/en-us/investment-adviser/illinois-matthew-goldhaber
Firm Website: https://analysis.fisher401k.com/
Registered State(s):
  • IL
  • MO
  • TX
Current Firm Details
Fisher Investments
Firm's CRD Number: 107342
6500 International Pkwy, Ste 2050, Plano, TX 75093
By the Numbers
  • Total Assets Under Management
    235,943
    MILLIONS
  • Total Number of Accounts
    148,462
    ACCOUNTS
  • Average Account Value
    $1,589,251
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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