The Investment House LLC

The Investment House LLC (CRD# 163493) is a financial advisory firm headquartered in Culver City, CA. They manage $1,352,155,800 in 516 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,352
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $2,620,457
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, CO, IL, LA, NV, NY, TX

Financial Advisors at The Investment House LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jed M. Cohen
CRD#: 49964
300 Corporate Pointe, Suite 380, Culver City, CA 90230

Jed Cohen (CRD# 49964) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 42 years of experience in the finance industry.

2
James M. Eustice
CRD#: 6424140
300 Corporate Pointe, Suite 380, Culver City, CA 90230

James Eustice (CRD# 6424140) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 6 years of experience in the finance industry.

3
Peter R. Gardiner
CRD#: 1297370
300 Corporate Pointe, Suite 380, Culver City, CA 90230

Peter Gardiner (CRD# 1297370) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 27 years of experience in the finance industry.

4
Glenn S. Goodstein
CRD#: 2294989
300 Corporate Pointe, Suite 380, Culver City, CA 90230

Glenn Goodstein (CRD# 2294989) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 28 years of experience in the finance industry.

5
David L. Kahn
CRD#: 1242008
300 Corporate Pointe, Suite 380, Culver City, CA 90230

David Kahn (CRD# 1242008) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 26 years of experience in the finance industry.

6
Steven P. Steinberg
CRD#: 2587259
650 Lighthouse Avenue, Suite 220, Pacific Grove, CA 93950

Steven Steinberg (CRD# 2587259) is an Investment Advisor Representative working at The Investment House LLC in Pacific Grove, CA and has over 26 years of experience in the finance industry.

7
Timothy J. Wahl
CRD#: 2326669
300 Corporate Pointe, Suite 380, Culver City, CA 90230

Timothy Wahl (CRD# 2326669) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 27 years of experience in the finance industry.

8
Andrew Woodman
CRD#: 6628474
Denver, CO

Andrew Woodman (CRD# 6628474) is an Investment Advisor Representative working at The Investment House LLC in Denver, CO and has over 5 years of experience in the finance industry. Andrew Woodman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Wayne S. Woodman
CRD#: 1019889
300 Corporate Pointe, Suite 380, Culver City, CA 90230

Wayne Woodman (CRD# 1019889) is an Investment Advisor Representative working at The Investment House LLC in Culver City, CA and has over 37 years of experience in the finance industry.

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