Overview
Assets Under Management: $874 million
Headquarters: PALO ALTO, CA
High-Net-Worth Clients: 233
Average Client Assets: $3.6 million
Frequently Asked Questions
DAN GOLDIE FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149887), DAN GOLDIE FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
DAN GOLDIE FINANCIAL SERVICES LLC is headquartered in PALO ALTO, CA.
DAN GOLDIE FINANCIAL SERVICES LLC serves 233 high-net-worth clients according to their SEC filing dated January 19, 2018. View client details ↓
According to their SEC Form ADV, DAN GOLDIE FINANCIAL SERVICES LLC offers financial planning and portfolio management for individuals. View all service details ↓
DAN GOLDIE FINANCIAL SERVICES LLC manages $874 million in client assets according to their SEC filing dated January 19, 2018.
According to their SEC Form ADV, DAN GOLDIE FINANCIAL SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 233
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.49%
Average Client Assets: $3.6 million
Total Client Accounts: 1,177
Non-Discretionary Accounts: 1,177
Regulatory Filings
CRD Number: 149887
Filing ID: 1164150
Last Filing Date: 2018-01-19 12:43:00