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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
H. Beck, Inc. 13 years, 8 months Apr 2003 - Present
Goldis Asset Management, Inc 13 years, 2 months Oct 1996 - Dec 2009
G & G Agency of America, Ltd 15 years, 2 months Feb 1988 - Apr 2003
Goldis Agency, Ltd. 15 years, 10 months Jun 1987 - Apr 2003
Goldis Financial Group, Inc. 18 years, 1 month Mar 1985 - Apr 2003
G & G Agency Ltd 34 years Dec 1982 - Present
Are You
Steven Bruce Goldis?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jan 30, 2012
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Nov 8, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

H. Beck, Inc.

Last updated on Aug. 31, 2016
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10K
      Accounts
    • $174.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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