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RICH GOLDMAN ASSET MGMT, LLC
RICH GOLDMAN ASSET MGMT, LLC
SCOTTSDALE, Arizona
·
2 registered advisors
·
CRD# 146689
SEC# 801-70681
480-471-5456
01
Firm Overview
AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at RICH GOLDMAN ASSET MGMT, LLC
2 registered advisors
Richard Clement Goldman
SCOTTSDALE, Arizona
CRD# 1139360
Shanna Marie Blanchette
SCOTTSDALE, Arizona
CRD# 3184944
05
Office Locations
SCOTTSDALE, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. RICH GOLDMAN ASSET MGMT, LLC (CRD# 146689) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.