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Employer Years Dates
H. Beck, Inc. 15 years, 2 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 35 years, 7 months Dec 1982 - Present
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Steven Bruce Goldis?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
    Jan 30, 2012
  • license status
  • disclosures
  • 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:


H. Beck, Inc.

Last updated on April 4, 2017
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 10K
    • $242.5K
      Estimated Average Account Balance


Types of Compensation Arrangements

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