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Building 2GOLDSTEIN ADVISORS, LLC

Map pinMADISON, WI
Phone608-831-3230
NotebookSEC #801-126612
Total AUM
$1.1B
Employees
19
Clients
1,070

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1241 JOHN Q HAMMONS DR
SUITE 302
MADISON
WI 53717
United States
Operating Hours
8:00 AM-5:30 PM
Monday - Friday
Phone
608-831-3230

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,070
Discretionary
$1.1B
Accounts
4,070
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
735
AUM
$261.4M
HNW Individual Clients
334
AUM
$806.4M
Pension/Profit Sharing Plan Clients
1
AUM
$11.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMNNHNYTXWAWI

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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