# GOTO FINANCIAL

GOTO FINANCIAL of CALABASAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 155948
- Type: SEC-registered investment adviser
- SEC file number: 801-72051
- Location: 4768 PARK GRANADA, #108, CALABASAS, CA, 91302
- Phone: 818-835-9056
- Latest filing: 2026-08-05
- Regulatory AUM: $64.1M
- Discretionary AUM: $64.1M
- Clients: 2
- Accounts: 136

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| GOLDEY IAN CRAIG | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CHARLES BRIAN ALAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155948/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155948/similar
- Related entities: https://search.stillhousedata.com/firm/155948/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155948

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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.