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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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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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