DAN GOLDIE FINANCIAL SERVICES LLC

DAN GOLDIE FINANCIAL SERVICES LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 149887). Regulatory assets under management: $858.2M.

Registration

• CRD: 149887
• SEC file number: 801-70030
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 149887 on SEC IAPD (source of record)
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