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WEALTHSTREAM ADVISORS, INC.
WEALTHSTREAM ADVISORS, INC.
NEW YORK, New York
·
2 registered advisors
·
CRD# 129428
SEC# 801-63363
2
(212) 971-9241
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHSTREAM ADVISORS, INC.
2 registered advisors
Michael Eric Goodman
NEW YORK, New York
CRD# 2747956
Michael Stuart Kimmel
NEW YORK, New York
CRD# 5122779
05
Office Locations
NEW YORK, New York
2 advisors
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Data sourced from SEC Form ADV filings. WEALTHSTREAM ADVISORS, INC. (CRD# 129428) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.