Overview
Assets Under Management: $168 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 41
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 133566
Last Filing Date: 2025-02-07 00:00:00
Website: https://goyettefinancial.com