← Back to searchVisit website
GOLDSTRAND PLANNING GROUP
GOLDSTRAND, DENNIS JOSEPH
CRD 115906
2800 W. MARCH LANE, SUITE 326, STOCKTON, CA, 95219-8202, United States
Phone
209-472-7000
Fax
209-472-1551
Registration
— (—)
Source
State registered
Total AUM
$43.1M
Discretionary AUM
$0
Team
0 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $43.1M |
All web addresses on file
Official SEC filing: View on IAPD