Goto Financial

Goto Financial (CRD# 155948) is a financial advisory firm headquartered in Calabasas, CA. They manage $54,867,594 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $378,397
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Goto Financial
Showing 1 - 3 of 3 top financial advisors.
1
Stephen J. Fallon
CRD#: 5211342
4768 Park Granada, #108, Calabasas, CA 91302
89
Wealthminder
score

Stephen Fallon (CRD# 5211342) is an Investment Advisor Representative working at Goto Financial in Calabasas, CA and has over 3 years of experience in the finance industry.

2
Ian C. Goldey
CRD#: 2745012
4768 Park Granada, #108, Calabasas, CA 91302
83
Wealthminder
score

Ian Goldey (CRD# 2745012) is an Investment Advisor Representative working at Goto Financial in Calabasas, CA and has over 21 years of experience in the finance industry.

3
Adam J. Meyers
CRD#: 5705461
4768 Park Granada, #108, Calabasas, CA 91302
68
Wealthminder
score

Adam Meyers (CRD# 5705461) is an Investment Advisor Representative working at Goto Financial in Calabasas, CA and has over 7 years of experience in the finance industry.

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