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GOLDSTEIN ADVISORS, LLC
CRD 323125 · SEC 801-126612
1241 JOHN Q HAMMONS DR, SUITE 302, MADISON, WI, 53717, United States
Phone
608-831-3230
Fax
608-831-3235
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.08B
Team
19 total employees; 10 advisory reps; 22 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 735 | $261.4M |
| High net worth individuals | 334 | $806.4M |
| Pension/profit sharing plans | 1 | $11.5M |
States served
AZ, CA, CO, IL, MN, NY, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD