Goldstrike Capital LLC
Firm details
- Headquarters
- North Syracuse, New York
- CRD number
- 338926
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goldstrike Capital LLC is a small, privately held advisory firm structured as a limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm bills clients by a percentage of assets under management and by hourly fees, suggesting it mixes ongoing advisory relationships with project-based planning work. Goldstrike does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant advisor. The firm’s classification is unclassified and it is owned by an individual operator, which typically implies a compact team and a client-service model anchored on direct adviser-client relationships rather than large-scale institutional distribution. Industry affiliations include relationships with accounting, insurance and real estate brokerage professionals. Those ties indicate a planning-centric practice that likely coordinates tax, insurance and real estate decisions for clients, and that may refer out or use third-party specialists when needed. Given the stated advisory activities, Goldstrike is focused on delivering advice and portfolio construction for retail clients and small business owners rather than operating as a capital allocator or as a manager of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Gennaro Concolino
AdvisorCRD 8170586
Ethan Dolce
Private Client BankerCRD 7521249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Syracuse, NY
Onondaga
Location
North Syracuse, NY
Headquartered in North Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 114 Kreischer Rd
- Time zone
- ET (UTC-5)
- Office locations
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