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 SEC-registered in 2022. The firm serves both individual/family and institutional clients and bills through a mix of asset-based fees, hourly charges and fixed fees. It offers financial planning, portfolio management for individuals and small businesses, pension consulting services and selection-of-other-adviser services. The firm identifies itself as a capital allocator and maintains industry affiliations that include broker-dealer, other investment adviser, trust company and insurance company relationships. Goldstein does not position itself as an ESG-focused investor and appears to operate within a single state jurisdiction. Its owner structure is a combination of a domestic entity and individual ownership.
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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