# DAN GOLDIE FINANCIAL SERVICES LLC

DAN GOLDIE FINANCIAL SERVICES LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 149887
- Type: SEC-registered investment adviser
- SEC file number: 801-70030
- Location: 2409 PARK BLVD, PALO ALTO, CA, 94306
- Phone: 650-566-1121
- Latest filing: 2019-01-17
- Regulatory AUM: $858.2M
- Non-discretionary AUM: $858.2M
- Clients: 3
- Accounts: 1,360

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| GILLIARD DIRK GAVIN | MEMBER | — |
| GOLDIE DANIEL CLYDE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149887/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149887/similar
- Related entities: https://search.stillhousedata.com/firm/149887/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149887

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.