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Glenn Steven Goodstein

THE Investment House LLC

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About Glenn Steven Goodstein

Glenn Goodstein is a financial advisor with over 25 years of experience in the industry. Glenn holds a Series 7 and Series 63 license and is a registered investment advisor in the state of California. Glenn has worked for several firms including Samuels Chase & Co., Inc., Vanguard Capital, and GSG Capital Advisors, LLC. Glenn currently works for The Investment House LLC, where he serves as a managing member. His practice specializes in advising high-net-worth individuals, pooled investment vehicles, corporations, and insurance companies. His current firm manages over $1 billion in assets.

Firm Information

Glenn Goodstein is currently registered with THE Investment House LLC. THE Investment House LLC is an investment advisor registered with the SEC and located in Redondo Beach, CA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, investment companies, pooled investment vehicles, individuals other than high-net-worth, and corporations or other businesses. The firm offers portfolio management services for individuals, investment companies, and pooled investment vehicles.
THE Investment House LLC

210 AVENUE I

REDONDO BEACH, CA 90277

$1.62B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Glenn Goodstein’s Registration & Firm History

CA

11/06/2012 - Present

THE Investment House LLC (Del Mar CA)

CA

02/24/1995 - 10/13/2006

SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)

CA

01/18/1993 - 03/07/1995

VANGUARD CAPITAL (DEL MAR CA)

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Licenses & Designations

IA

Issued 08/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Steven Goodstein.
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