RIA Intel›Advisers›California›GOLDSTRAND, DENNIS JOSEPH

GOLDSTRAND, DENNIS JOSEPH

Advisory

STOCKTON, CA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,602

of 5,480 advisers by AUM

Average account

$756K

across 57 accounts

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$43M

Discretionary AUM$0

Non-Discretionary AUM$43M

Discretionary %0%

Total Clients32

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

The full client-type breakdown and the share of AUM each category represents.

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