Dan Goldie Financial Services LLC
Dan Goldie Financial Services LLC (CRD# 149887) is a financial advisory firm headquartered in Palo Alto, CA. They manage $858,173,291 in 1,360 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Dan Goldie Financial Services LLC
By the Numbers
-
Total Assets Under Management858MILLION
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Total Number of Accounts1,360ACCOUNTS
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Average Account Value$631,010
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Dan Goldie Financial Services LLC
No Advisor Found.
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