Goodstein Wealth Management LLC
Goodstein Wealth Management LLC (CRD# 282910) is a financial advisory firm headquartered in Encino, CA. They manage $128,751,104 in 420 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management129MILLION
-
Total Number of Accounts420ACCOUNTS
-
Average Account Value$306,550
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NH, TN, TX
Financial Advisors at Goodstein Wealth Management LLC
1
Alan Goodstein (CRD# 2384297) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 30 years of experience in the finance industry.
2
Matthew Murawski (CRD# 6090282) is an Investment Advisor Representative working at Goodstein Wealth Management LLC in Encino, CA and has over 11 years of experience in the finance industry.
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