Goldstein Advisors, LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 323125
- Registered since
- September 26, 2022
- Website
- goldsteinadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.71%
- Individuals24.22%
- Pension & Profit Sharing Plans1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Goldstein Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm acts as a capital allocator for both individual & family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Goldstein notes relationships or affiliations across broker-dealers, other investment advisers, trust companies and insurance companies. The firm 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
- Public Funds/Mutual Funds88%
- Exchange Traded Equities9%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Jonathan Gausewitz
Financial Services Coordinator & ParaplannerCRD 5302057
Contacts
3 of 9
Jon Goldstein
Partner, Financial PlannerCRD 2462505
Andrew Peters
PartnerCRD 6731901
Adam Peters
Director of Financial Planning, Financial PlannerCRD 5044268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 156Active vs passive
$1B in ETFs
57%
$601M
31%
$448M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $205M | 1,245,712 | 19.50% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 1241 John Q Hammons Dr
- Time zone
- CT (UTC-6)
- Office locations
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