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Goldsmith & Szabo LLC (Los Altos)


Goldsmith & Szabo LLC is a large advisory firm based in Los Altos. It manages $50.43 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Goldsmith & Szabo provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldsmith & Szabo: assets under management

The assets under management (AUM) of Goldsmith & Szabo LLC is $50.43 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.69 million in discretionary accounts and $1.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $586.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.74 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldsmith & Szabo LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos

The principal office where Goldsmith & Szabo LLC performs its advisory services is located at 167 South San Antonio Road, Los Altos, CA 94022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-941-5530 or by fax 650-941-4994. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.goldsmithandszabo.com.


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