← Back to searchVisit website
GOLDSTONE FINANCIAL GROUP, LLC
CRD 222520 · SEC 801-99350
18W140 BUTTERFIELD ROAD, 16TH FLOOR, OAKBROOK TERRACE, IL, 60181, United States
Phone
630-620-9300
Fax
630-206-0753
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
43 total employees; 13 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1467 | $588.7M |
| High net worth individuals | 208 | $465.3M |
States served
AZ, IL, IN, MI, OH, TN, WI, TX, NH, FL
All web addresses on file
- https://www.instagram.com/goldstonefinancial/?hl=en
- https://goldstonefinancialgroup.com/
- HTTPS://WWW.CRUNCHBASE.COM/ORGANIZATION/GOLDSTONE-FINANCIAL-GROUP
- HTTPS://WWW.LINKEDIN.COM/COMPANY/GOLDSTONE-FINANCIAL-GROUP/
- HTTPS://WWW.FACEBOOK.COM/GOLDSTONE-FINANCIAL-GROUP-194840107203919
- HTTPS://TWITTER.COM/GOLDSTONEFG
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCR3NJYRFAOWZGMVTQC9A3EG
Official SEC filing: View on IAPD