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GOODSTEIN WEALTH MANAGEMENT LLC

Tel: 818-995-3500
15760 Ventura Blvd., Suite 1520
Encino, California  91436

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GOODSTEIN WEALTH MANAGEMENT LLC

GOODSTEIN WEALTH MANAGEMENT LLC is a Encino, California based financial advisory firm with nearly $97,930,330 in assets under management and provides investment advisory services for 263 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282910

SEC#:

801-127449

No. of Clients:

263

Assets under Management

$97,930,330

No. of Advisors:

3

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