GOLDSMITH & SZABO LLC

GOLDSMITH & SZABO LLC of LOS ALTOS, CA is an SEC-registered investment adviser (CRD 109033). Regulatory assets under management: $50.4M.

Registration

• CRD: 109033
• SEC file number: 801-56597
• Type: Registered investment adviser
• Location: 167 SOUTH SAN ANTONIO ROAD, SUITE 16, LOS ALTOS, CA, 94022
• Phone: 650-941-5530
• Latest filing: 2003-03-27
• Regulatory AUM: $50.4M
• Discretionary AUM: $48.7M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 84

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 109033 on SEC IAPD (source of record)
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