Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > madison > GOLDSTEIN ADVISORS, LLC
GOLDSTEIN ADVISORS, LLC
1241 John Q Hammons Dr
Suite 302
Madison, Wisconsin 53717
Tel: 608-831-3230
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 Status | Approved |
|---|---|
| Firm CRD# | 323125 |
| SEC# | 801-126612 |
| Assets Managed by Firm | $943,408,109 |
| No. of Clients | 3623 |
| No. of Advisors | 19 |
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 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 |
More Retirement Planning firms in Madison, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
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 | |
| $14,936,427,714 | 769 | 26 |
Explore More Retirement Advisors in Madison, Wisconsin