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Building 2GOODSTEIN & ASSOCIATES, LLC

Map pinFORT WASHINGTON, PA
Phone215-619-4635
NotebookSEC #801-62648
Total AUM
$68.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
540 PENNSYLVANIA AVENUE
SUITE 323
FORT WASHINGTON
PA 19034
United States
Operating Hours
8:30 A.M. TO 6:00 P.M.
Monday - Friday
Phone
215-619-4635

ReceiptFinancials

Total AUM
$68.4M
Accounts
345
Discretionary
$68.4M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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