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Building 2GOLDSTONE PORTFOLIOS INCORPORATED

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Phone845-698-1806
NotebookSEC #801-68544
Total AUM
$29.1M
Employees
1
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
845-698-1806

ReceiptFinancials

Total AUM
$29.1M
Accounts
86
Discretionary
$26.3M
Accounts
75
Non-Discretionary
$2.8M
Accounts
11

ContactClients

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Individual Clients
21
AUM
$12.7M
HNW Individual Clients
5
AUM
$13.3M
Pension/Profit Sharing Plan Clients
1
AUM
$819.4K
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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