GOLDSTEIN CAPITAL CORP.

43-01 22nd St., Suite 516
Long Island City, New York 11101
Tel: 212-750-7450

About GOLDSTEIN CAPITAL CORP.

GOLDSTEIN CAPITAL CORP, formally registered with the SEC as GOLDSTEIN CAPITAL CORP. The firm was established in 03/20/2012. They have over 1 offices throughout the country.

GOLDSTEIN CAPITAL CORP. is a Long Island City, New York based Financial Planning firm with nearly $333,726,136 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126146
SEC#	801-74044
Assets Managed by Firm	$333,726,136
No. of Clients	34
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (SUBADVISE FOR OTHER INVESTMENT ADVISER)

Firm Client Information

	No. of Clients	AUM
Firm Total	34	$333,726,136
Individuals (other than high net worth individuals)	Fewer than 5 clients	$679,384
High net worth individuals	16	$28,758,216
Charitable organizations	Fewer than 5 clients	$5,969,072
Other investment advisers	Fewer than 5 clients	$5,328,749
Corporations or other businesses	6	$6,739,139

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