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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 |
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