DAN GOLDIE FINANCIAL SERVICES LLC

PALO ALTO, California·2 registered advisors·CRD# 149887
SEC# 801-700301650-566-1121
01

Firm Overview

AUM
$858M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAN GOLDIE FINANCIAL SERVICES LLC

2 registered advisors
Daniel Clyde Goldie
PALO ALTO, California
Dirk Gavin Gilliard
PALO ALTO, California
05

Office Locations

PALO ALTO, California
2 advisors

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Data sourced from SEC Form ADV filings. DAN GOLDIE FINANCIAL SERVICES LLC (CRD# 149887) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.