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GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
OAKBROOK TERRACE, Illinois
·
4 registered advisors
·
CRD# 222520
SEC# 801-99350
14
630-620-9300
01
Firm Overview
AUM
$755M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at GOLDSTONE FINANCIAL GROUP, LLC
4 registered advisors
Anthony Pellegrino
OAKBROOK TERRACE, Illinois
CRD# 6390276
Brian Robert Korienek
OAKBROOK TERRACE, Illinois
CRD# 6109357
Jeffrey Steven Weglarz
OAKBROOK TERRACE, Illinois
CRD# 5228771
Michael August Pellegrino
OAKBROOK TERRACE, Illinois
CRD# 5900843
05
Office Locations
OAKBROOK TERRACE, Illinois
4 advisors
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Data sourced from SEC Form ADV filings. GOLDSTONE FINANCIAL GROUP, LLC (CRD# 222520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.