DAN GOLDIE FINANCIAL SERVICES LLC
CRD #149887 SEC #801-70030 PALO ALTO, CA 650-566-1121
SEC Registered
Total AUM
$858.2M
Discretionary
$0
Employees
3
Clients
101
Accounts
1,360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2019 | $858.2M | $0 | $858.2M | 3 | 0 |
| Jan 2018 | $874.5M | $0 | $874.5M | 3 | 0 |
| Mar 2017 | $738.3M | $0 | $738.3M | 2 | 300 |
| Mar 2016 | $715M | $0 | $715M | 2 | 300 |
| Feb 2015 | $721.8M | $0 | $721.8M | 2 | 300 |
| Mar 2014 | $696.1M | $0 | $696.1M | 2 | 300 |
| Mar 2014 | $696.1M | $0 | $696.1M | 2 | 300 |
| Nov 2013 | $582M | $0 | $582M | 2 | 300 |
| Feb 2013 | $582M | $0 | $582M | 2 | 300 |
| Mar 2012 | $516.1M | $0 | $516.1M | 1 | 300 |
| Apr 2011 | $463.9M | $0 | $463.9M | 5 | -- |
| Jan 2011 | $349.6M | $0 | $349.6M | 5 | -- |
| Aug 2010 | $349.6M | $0 | $349.6M | 5 | -- |
| Jun 2009 | $290.3M | $0 | $290.3M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateJan 2019
Total AUM$858.2M
Discretionary$0
Non-Disc.$858.2M
Employees3
Clients0
DateJan 2018
Total AUM$874.5M
Discretionary$0
Non-Disc.$874.5M
Employees3
Clients0
DateMar 2017
Total AUM$738.3M
Discretionary$0
Non-Disc.$738.3M
Employees2
Clients300
DateMar 2016
Total AUM$715M
Discretionary$0
Non-Disc.$715M
Employees2
Clients300
DateFeb 2015
Total AUM$721.8M
Discretionary$0
Non-Disc.$721.8M
Employees2
Clients300
DateMar 2014
Total AUM$696.1M
Discretionary$0
Non-Disc.$696.1M
Employees2
Clients300
DateMar 2014
Total AUM$696.1M
Discretionary$0
Non-Disc.$696.1M
Employees2
Clients300
DateNov 2013
Total AUM$582M
Discretionary$0
Non-Disc.$582M
Employees2
Clients300
DateFeb 2013
Total AUM$582M
Discretionary$0
Non-Disc.$582M
Employees2
Clients300
DateMar 2012
Total AUM$516.1M
Discretionary$0
Non-Disc.$516.1M
Employees1
Clients300
DateApr 2011
Total AUM$463.9M
Discretionary$0
Non-Disc.$463.9M
Employees5
Clients--
DateJan 2011
Total AUM$349.6M
Discretionary$0
Non-Disc.$349.6M
Employees5
Clients--
DateAug 2010
Total AUM$349.6M
Discretionary$0
Non-Disc.$349.6M
Employees5
Clients--
DateJun 2009
Total AUM$290.3M
Discretionary$0
Non-Disc.$290.3M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--