Daniel Goldstein, Cfp
RIASEC Registered
Total AUM
$50.7M
Discretionary
$50.7M
100% of AUM
Avg account
$658K
Accounts
77
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130943
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Daniel Goldstein, Cfp operates as a sole-proprietorship independent RIA serving individual and family clients, with a subset of relationships classified as small business portfolios. The firm is run by Daniel Goldstein and focuses on financial planning and discretionary portfolio management. Compensation is a mix of an asset-based fee and hourly charges. The adviser does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Investment Grade Corp Bonds20%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Contacts
1 of 1
Daniel Goldstein
Financial PlannerCRD 2726433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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