GOLDSTRIKE CAPITAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • GENNARO CONCOLINO

    AdvisorCRD 8170586

  • ETHAN DOLCE

    Private Client BankerCRD 7521249

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth