|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Goldstone Portfolios Incorporated
✚
|
|
|---|---|
| CRD # | 127162 |
| SEC # | 801-68544 |
| CIK # | |
| AUM | $27.9 M (2025-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-698-1806 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 9.9 |
| (b) Individuals (high net worth individuals) | 5 | 12.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.5 |
| (h) Charitable organizations | 1 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 27.9 |
| By Discretionary | ||
| Discretionary | 74 | 25.2 |
| Non-Discretionary | 11 | 2.7 |
| Total | 85 | 27.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.9 | |
| Total | 85 | 27.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Empower Private Wealth
✚
|
NY | 0.0 |
|
DARK Horse Wealth LLC
✚
|
NY | 0.0 |
|
SLP Wealth LLC
✚
|
NC | 0.0 |
|
DDO Advisory Services LLC
✚
|
NY | 0.0 |
|
Blue Bear Financial LLC
✚
|
0.0 | |
|
Old Field Advisors LLC
✚
|
0.0 | |
|
Anchor Bay Private Wealth LLC
✚
|
CA | 0.0 |
|
Ap-Financial LLC
✚
|
CA | 0.0 |
|
Kronos Wealth Management LLC
✚
|
0.0 | |
|
Eastside Financial Advisors LLC
✚
|
0.0 |