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GOLDSTEIN ADVISORS, LLC

1241 John Q Hammons Dr
Suite 302
Madison, Wisconsin 53717
Tel: 608-831-3230

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About GOLDSTEIN ADVISORS, LLC

GOLDSTEIN ADVISORS, LLC, formally registered with the SEC as GOLDSTEIN ADVISORS, LLC. The firm was established in 09/26/2022. They have over 2 offices throughout the country.

GOLDSTEIN ADVISORS, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $943,408,109 assets under management, offering retirement planning & investment advisory services to 3623 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323125
SEC#801-126612
Assets Managed by Firm$943,408,109
No. of Clients3623
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3623$943,408,109
Individuals (other than high net worth individuals)859$276,147,742
High net worth individuals276$655,090,116
Pension and profit sharing plans1$12,170,251

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