Investment adviser · CRD 155948
GOLDEY CAPITAL LLC
Investment adviser filing (IA)
CALABASAS, CA, United States · Form ADV filed Jun 26, 2012
- Regulatory AUM
- $40.2M Form ADV · Item 5.F
- Client accounts
- 151 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Subscription · Fixed
Principal office
4768 PARK GRANADA, #108CALABASAS, CA, 91302, United States
CRD 155948
Filing source
Form ADV 655839 · Jun 26, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.