GOLDEY CAPITAL LLC

CALABASAS, California·1 registered advisor·CRD# 155948
SEC# 801-72051818-835-9053
01

Firm Overview

AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
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 PlanningInvestment ManagementWealth Management
04

Advisors at GOLDEY CAPITAL LLC

1 registered advisor
Ian Craig Goldey
CALABASAS, California
05

Office Locations

CALABASAS, California
1 advisor

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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.