AdvisorOS Directory
Claim Profile
CG

Clifford Alan Goldstein

INDEX INVESTMENTS LLC·EAGLEVILLE, Pennsylvania
Unclaimed Profile
970 RITTENHOUSE RD, EAGLEVILLE, PA 19403CRD# 3142960Firm CRD# 122708
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
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
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EAGLEVILLE?

Browse all registered financial advisors in EAGLEVILLE, Pennsylvania or claim this profile if it's yours.

Browse EAGLEVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EAGLEVILLE
Gadi Israel Beer — INDEX INVESTMENTS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile