$64.1M Total AUM
$64.1M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital signal
- Established Date
- 01-07-2011
- Office Locations
- 1
Office Locations
-- Westlake Village CA
About Goto Financial
GOTO Financial is a Westlake Village, CA RIA providing private wealth management and holistic financial advice for household and legacy-focused clients with long-term goals. The firm emphasizes a fiduciary, non-commission, non-transactional model and connects clients directly with portfolio managers. Portfolios center on asset allocation with meaningful use of ETFs and a bond-heavy mix (notably U.S. government/agency). Custody includes Charles Schwab.
Team overview
-- AVG AGE
$32.1M AVG AUM / ADVISOR
$957.0K AVG AUM / CLIENT
12.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Technology
Legacy
Owner & Executives
IAN CRAIG GOLDEY
President, Senior Portfolio Manager
- CRD
- #2745012
- Ownership
- 75% or more
(930) 838-9175
pioneer.legacy@quantumcapital.com
in linkedin.com/in/insight-fusion
Showing 1 of 1 owners & executives
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ADAM JOHN MEYERS
Advisor
- CRD
- #5705461
(800) 651-4772
prime.bridge@ridgecapital.com
in linkedin.com/in/summit-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,118,614 | $266,225 |
| Non-Discretionary | $0 | -- |
| Total | $64,118,614 | $266,225 |
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Separately Managed Accounts
Total SMA Asset: $64,118,614
U.S. Government/Agency:
9.2% Equity - Exchange:
24.8% Other:
27.6% Cash:
28.2% Municipal Bonds:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $625,818,762 | 9.2% |
| Equity - Exchange | $1,686,989,707 | 24.8% |
| Other | $1,877,456,286 | 27.6% |
| Cash | $1,918,270,553 | 28.2% |
| Municipal Bonds | $693,842,541 | 10.2% |
| Total | $6,802,377,849 | 100.0% |