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Clifford Alan Goldstein

INDEX INVESTMENTS LLC·EAGLEVILLE, Pennsylvania
INDEX INVESTMENTS LLC
970 RITTENHOUSE RD, EAGLEVILLE, PA 19403CRD# 3142960Firm CRD# 122708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Alan Goldstein · EAGLEVILLE, PA
Registration
CRD #3142960 · INDEX INVESTMENTS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Clifford Alan Goldstein is a registered financial advisor based in EAGLEVILLE, Pennsylvania, affiliated with INDEX INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
INDEX INVESTMENTS LLC
INDEX INVESTMENTS LLC
AUM
$7M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INDEX INVESTMENTS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3142960
Firm CRD# 122708
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clifford Alan Goldstein offer?
Clifford Alan Goldstein specializes in Investment Management, Fee-Only Advisory. Contact their office in EAGLEVILLE, Pennsylvania for a consultation.
What are Clifford Alan Goldstein's credentials?
Clifford Alan Goldstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Alan Goldstein located?
Clifford Alan Goldstein is based in EAGLEVILLE, Pennsylvania, working with INDEX INVESTMENTS LLC. Their office serves clients in the EAGLEVILLE metropolitan area and surrounding communities.
How does Clifford Alan Goldstein charge for services?
Clifford Alan Goldstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEX INVESTMENTS LLC?
INDEX INVESTMENTS LLC has approximately 2 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEX INVESTMENTS LLC

Gadi Israel Beer
EAGLEVILLE, PA

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