GOLDSTONE FINANCIAL GROUP, LLC

18w140 Butterfield Road
16th Floor
Oakbrook Terrace, Illinois 60181
Tel: 630-620-9300

About GOLDSTONE FINANCIAL GROUP, LLC

GOLDSTONE FINANCIAL GROUP, LLC, formally registered with the SEC as GOLDSTONE FINANCIAL GROUP, LLC. The firm was established in 06/05/2015. They have over 15 offices throughout the country.

GOLDSTONE FINANCIAL GROUP, LLC is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $817,312,069 assets under management, offering retirement planning & investment advisory services to 3703 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	222520
SEC#	801-99350
Assets Managed by Firm	$817,312,069
No. of Clients	3703
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	3703	$817,312,069
Individuals (other than high net worth individuals)	1257	$394,647,376
High net worth individuals	176	$422,664,693

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