Glenn
Goodstein

The Investment House LLC

CRD#2294989
Investment Advisor
in Del Mar, CA

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About this Advisor

Glenn Goodstein is a financial advisor based in Del Mar, California, working with The Investment House LLC. Glenn has previously held positions at Gsg Capital Advisors, LLC, Carmel Capital Partners, LLC, The Investment House LLC, and Mg Capital Partners. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Glenn is part of The Investment House LLC, which operates out of Del Mar, California. The firm has 1 office and 10 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at The Investment House LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2190 Carmel Valley Road, Suite D
Del Mar, CA 92014

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The Investment House LLC Brokerage Details

Total Assets Under Management

$1,621,108,200

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

516

CA Average: 3,727
Average Account Size

$3,141,683

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Glenn Goodstein Work History

2016 - Present (8 years)

Mg Capital Partners

2012 - Present (12 years)

The Investment House LLC

1997 - Present (27 years)

Gsg Capital Advisors, LLC

2012 - 2015 (3 years)

Carmel Capital Partners, LLC

Disclosures

Please visit the SEC profile of Glenn Goodstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Investment House LLC

Andrew Woodman
Las Vegas, NV
Timothy Wahl
Rancho Palos Verdes, CA
Steven Steinberg
Pacific Grove, CA
Wayne Woodman
Las Vegas, NV
Peter Gardiner
Venice, CA
Tyler Logan
Redondo Beach, CA
David Kahn
Las Vegas, NV
Glenn Goodstein
Del Mar, CA

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