Goto Financial

Goto Financial (CRD# 155948) is a financial advisory firm headquartered in Westlake Village, CA. They manage $71,000,000 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
32030 Wallington Court, Westlake Village, CA 91361
https://www.linkedin.com/company/18179353/
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $446,541
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Goto Financial
Showing 1 - 2 of 2 top financial advisors.
1
Ian Goldey, financial advisor Calabasas CA
Ian C. Goldey
CRD#: 2745012
4768 Park Granada, #108, Calabasas, CA 91302

Ian Goldey (CRD# 2745012) is an Investment Advisor Representative working at Goto Financial in Calabasas, CA and has over 27 years of experience in the finance industry.

2
Adam Meyers, financial advisor Westlake Village CA
Adam J. Meyers
CRD#: 5705461
32030 Wallington Court, Westlake Village, CA 91361

Adam Meyers (CRD# 5705461) is an Investment Advisor Representative working at Goto Financial in Westlake Village, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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