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Rich Goldman Asset Mgmt, LLC (Scottsdale)


Rich Goldman Asset Mgmt, LLC is an adviser based in Scottsdale. It manages $78 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2010.




Rich Goldman Asset Mgmt provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rich Goldman Asset Mgmt: assets under management

The assets under management (AUM) of Rich Goldman Asset Mgmt, LLC is $78 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52 million in discretionary accounts and $26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $305.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $325 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rich Goldman Asset Mgmt, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Rich Goldman Asset Mgmt, LLC performs its advisory services is located at 7373 E. Doubletree Ranch Rd., Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-471-5456 or by fax 480-471-5470. The normal business hours are 7:00 to 4:30 on Monday - Friday.


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