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 who works out of Del Mar, California who has 11 years of relevant experience. Goodstein is currently employed by The Investment House LLC. Over the course of their career, they have held roles at Gsg Capital Advisors, LLC, Carmel Capital Partners, LLC, The Investment House LLC and Mg Capital Partners. Goodstein has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. The Investment House LLC is an advisory business with a branch in Del Mar, California. The firm has a total of 10 advisors. It has $1 billion in assets among its 526 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 526 client accounts, 69% belong to high-net-worth clients who have greater than $1 million in assets. The Investment House LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by The Investment House LLC most likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

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

$1,183,229,400

Total Number of Employees

10

Total Number of Accounts

526

Average Account Size

$2,249,486

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

Glenn has been registered as a financial advisor for 11 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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