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⚲
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| Goldstone Financial Group LLC
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|
|---|---|
| CRD # | 222520 |
| SEC # | 801-99350 |
| CIK # | 0001650905, 0002040021 |
| AUM | $917.5 M (2025-07-26) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 630-620-9300 |
| Address | 18W140 Butterfield Road Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,381 | 496.0 |
| (b) Individuals (high net worth individuals) | 192 | 421.5 |
| (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 | 0 | 0.0 |
| (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 | 4,083 | 917.5 |
| By Discretionary | ||
| Discretionary | 4,083 | 917.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,083 | 917.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 917.5 | |
| Total | 4,083 | 917.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001650905] | |
| 13F-HR | [0002040021] |
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