Advisors at this firm
Timothy W
Series 63
Manhattan Beach, CA
The Investment House LLC
Timothy Wahl is a financial advisor at The Investment House LLC with 25 years of industry experience. He holds the Series 63 designation and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a top-down/bottom-up investment approach across multiple strategies and manages separately managed accounts, a registered mutual fund, and several private funds.
Andrew W
CFP®, Series 65
Las Vegas, NV
The Investment House LLC
Andrew Woodman is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at The Investment House LLC since 2018 and previously spent five years at Personal Capital Advisors Corporation. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across various strategies.
Peter G
Series 63, Series 66
Venice, CA
The Investment House LLC
Peter Gardiner is a financial advisor at The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors, managing separately managed accounts, an open-end mutual fund, and multiple private funds. The firm employs a combined top-down and bottom-up investment process across several strategies and is notable for its active management of investment companies and private pooled vehicles.
David K
Series 63, Series 65
Las Vegas, NV
The Investment House LLC
David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with The Investment House since 2012 and also serves as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors, including pension plans and private pooled investment vehicles. The firm employs a top-down/bottom-up investment process across multiple strategies and acts as adviser to an open-end mutual fund and several private funds.
Tyler L
Series 65
Redondo Beach, CA
The Investment House LLC
Tyler Logan is a financial advisor at The Investment House LLC with a Series 65 designation and four years of industry experience. Prior to joining The Investment House in 2020, he worked at PayJunction and held roles at UCSB, Sinjin Volleyball Camp, and Santa Monica High School. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a combined top-down and bottom-up investment approach across multiple strategies and manages separately managed accounts, a registered mutual fund, and private pooled investment vehicles.
Wayne W
Series 63
Las Vegas, NV
The Investment House LLC
Wayne Woodman is a financial advisor with The Investment House LLC in Las Vegas, NV, holding a Series 63 designation and 23 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across several strategies.
Steven S
Series 63, Series 66
Pacific Grove, CA
The Investment House LLC
Steven Steinberg is a financial advisor at The Investment House LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a top-down/bottom-up investment process across multiple strategies and manages separately managed accounts, an open-end mutual fund, and several private funds.
Glenn G
Series 63, Series 65
Del Mar, CA
The Investment House LLC
Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at MG Capital Partners since 2016 and has been with The Investment House LLC since 2012. He is also the owner and president of GSG Capital Advisors, a separate investment-related business. The Investment House LLC provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and institutional investors. The firm manages separately managed accounts, a registered mutual fund, and multiple private funds, employing a top-down/bottom-up investment process across several strategies.