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Alan Paul Goldbecker

FINANCIAL DESIGN & MANAGEMENT INC·EASTON, Connecticut
Unclaimed Profile
32 SPORT HILL PARKWAY, EASTON, CT 06112CRD# 1316075Firm CRD# 105640
01

About

Alan Paul Goldbecker is a registered financial advisor based in EASTON, Connecticut, affiliated with FINANCIAL DESIGN & MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL DESIGN & MANAGEMENT INC
FINANCIAL DESIGN & MANAGEMENT INC
AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINANCIAL DESIGN & MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 1316075
Firm CRD# 105640
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Paul Goldbecker offer?
Alan Paul Goldbecker specializes in Financial Planning, Investment Management. Contact their office in EASTON, Connecticut for a consultation.
What are Alan Paul Goldbecker's credentials?
Alan Paul Goldbecker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Paul Goldbecker located?
Alan Paul Goldbecker is based in EASTON, Connecticut, working with FINANCIAL DESIGN & MANAGEMENT INC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Alan Paul Goldbecker charge for services?
Alan Paul Goldbecker's firm is compensated through percentage of aum, hourly charges, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL DESIGN & MANAGEMENT INC?
FINANCIAL DESIGN & MANAGEMENT INC has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EASTON
Richard W Cooper — GRANITE PEAK ASSET MANAGEMENT, LLCDaken John Vanderburg — GRANITE PEAK ASSET MANAGEMENT, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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