GOTO FINANCIAL of CALABASAS, CA is an SEC-registered investment adviser (CRD 155948). Regulatory assets under management: $64.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| GOLDEY IAN CRAIG | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CHARLES BRIAN ALAN | CHIEF COMPLIANCE OFFICER | — |