GOLDSTEIN ADVISORS, LLC

MADISON, Wisconsin·2 registered advisors·CRD# 323125
SEC# 801-1266121608-831-3230
01

Firm Overview

AUM
$782M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GOLDSTEIN ADVISORS, LLC

2 registered advisors
Andrew T Peters
MADISON, Wisconsin
Jon David Goldstein
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. GOLDSTEIN ADVISORS, LLC (CRD# 323125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.