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⚲
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| Goldstein Advisors LLC
✚
|
|
|---|---|
| CRD # | 323125 |
| SEC # | 801-126612 |
| CIK # | 0001963807 |
| AUM | $782.2 MM (2024-07-18) |
| Employees | 19 (42% Investors, 5% Brokers) |
| Phone | 608-831-3230 |
| Address | 1241 John Q Hammons Dr Madison, WI 53717 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.5 | |
| MSFT | 1,918,222.4 | 4.4 | |
| CHD | 22,123.7 | 3.9 | |
| NVDA | 399,550.0 | 3.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 825 | 275.1 |
| (b) Individuals (high net worth individuals) | 208 | 495.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 12.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,457 | 782.2 |
| By Discretionary | ||
| Discretionary | 3,457 | 782.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,457 | 782.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.2 | |
| Total | 3,457 | 782.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963807] |
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