GOLDSMITH & SZABO LLC
CRD #109033 SEC #801-56597 LOS ALTOS, CA 650-941-5530
SEC Registered
Total AUM
$44.7M
Discretionary
$43.2M
Employees
5
Clients
26
Accounts
71
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDSMITH, HELEN, PROSSER | I | MEMBER | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | MEMBER | D | Control |
Registrations
Federal
IA
Mar 21, 2002 REGISTERED
Notice Filings (1)
CA
Address
167 SOUTH SAN ANTONIO ROADSUITE 16
LOS ALTOS, CA 94022
USA
Phone: 650-941-5530