Goodstein Wealth Management LLC

California
Registered In
10/12/2001
Incorp. Date

Company Summary

Goodstein Wealth Management LLC at 15760 Ventura Blvd STE 1520, Encino, Ca 91426 lists Alan R Goodstein of Bell Canyon, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
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People

Alan R Goodstein Individual Agent
15760 VENTURA BLVD STE 1520, ENCINO, CA 91436
Alan R Goodstein Manager
40 RANCHERO RD, BELL CANYON, CA 91307-1031
Showing current associates only (2 of 5 total associates). Create a free account to see the full associate history

Map & Locations

15760 VENTURA BLVD STE 1520, ENCINO, CA 91426 View Map
15760 VENTURA BLVD STE 1520, ENCINO, CA 91436 (Mailing) View Map

Financials

Financial Information for Goodstein Wealth Management LLC

Form 5500

GOODSTEIN WEALTH MANAGEMENT, LLC

15760 Ventura Boulevard, Suite 1520, Encino, Ca 91436 (818) 995-3500 EIN:95-4891082 Plan Admin:Alan R. Goodstein
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameGOODSTEIN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$58,048 / $135,288 2022 GOODSTEIN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $58,048 / $135,288
2021 Plan NameGOODSTEIN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $58,048 2021 GOODSTEIN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $0 / $58,048
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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