GOLDEY CAPITAL LLC

CALABASAS, California·2 registered advisors·CRD# 155948

SEC# 801-72051818-835-9053

01

Firm Overview

AUM

$40M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GOLDEY CAPITAL LLC

2 registered advisors

Brian Alan Charles

CALABASAS, California

Ian Craig Goldey

CALABASAS, California

05

Office Locations

CALABASAS, California

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Data sourced from SEC Form ADV filings. GOLDEY CAPITAL LLC (CRD# 155948) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.