1241 John Q Hammons Dr
Suite 302
Madison, Wisconsin 53717
Tel: 608-831-3230
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 323125 |
SEC# | 801-126612 |
Assets Managed by Firm | $943,408,109 |
No. of Clients | 3623 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3623 | $943,408,109 |
Individuals (other than high net worth individuals) | 859 | $276,147,742 |
High net worth individuals | 276 | $655,090,116 |
Pension and profit sharing plans | 1 | $12,170,251 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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