Goodstein, Glenn S. Dba Gsg Capital Advisors is a large advisory firm based in Poway. It manages $33 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Goodstein, Glenn S. Dba Gsg Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Goodstein, Glenn S. Dba Gsg Capital Advisors is $33 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Goodstein, Glenn S. Dba Gsg Capital Advisors for their services and products based on a percentage of assets under management and performance-based fees. 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.
The principal office where Goodstein, Glenn S. Dba Gsg Capital Advisors performs its advisory services is located at 13200 Kirkham Way, Suite 113, Poway, CA 92064, 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 800-679-2365 or by fax 818-789-0280. The normal business hours are 8:00am - 5:00pm on Monday - Friday.