Goldey Capital LLC
Goldey Capital LLC (CRD# 155948) is a financial advisory firm headquartered in Calabasas, CA. They manage $49,600,000 in 129 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$384,496
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Stephen Fallon (CRD# 5211342) is an Investment Advisor Representative working at Goldey Capital LLC in Calabasas, CA and has over 2 years of experience in the finance industry.
Ian Goldey (CRD# 2745012) is an Investment Advisor Representative working at Goldey Capital LLC in Calabasas, CA and has over 20 years of experience in the finance industry.