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Building 2GOLDSTONE FINANCIAL GROUP, LLC

Map pinOAKBROOK TERRACE, IL
Phone630-620-9300
NotebookSEC #801-99350
Total AUM
$1.1B
Employees
43
Clients
1,675

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18W140 BUTTERFIELD ROAD
16TH FLOOR
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
630-620-9300
Other Offices
16

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,448
Discretionary
$1.1B
Accounts
4,448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,467
AUM
$588.7M
HNW Individual Clients
208
AUM
$465.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZFLILINMINHOHTNTXWI

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

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