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| Keyboard |
| Goldstone Portfolios Incorporated
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|
|---|---|
| CRD # | 127162 |
| SEC # | 801-68544 |
| CIK # | |
| AUM | 29.1 M (2026-03-30) |
| 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 | 12.7 |
| (b) Individuals (high net worth individuals) | 5 | 13.3 |
| (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 | 1 | 0.8 |
| (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 | 86 | 29.1 |
| By Discretionary | ||
| Discretionary | 75 | 26.3 |
| Non-Discretionary | 11 | 2.8 |
| Total | 86 | 29.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.1 | |
| Total | 86 | 29.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Eastside Financial Advisors LLC
✚
|
30.1 M | |
|
Quillu Inc
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|
Seneca Private Wealth LLC
✚
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|
Emstone Advisers LLC
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|
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|
Beckett Clark Private Wealth LLC
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MD | 28.6 M |
|
Cleveralpha Asset Management LLC
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|
CA | 28.3 M |
|
Mount Murray Investment Inc
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|
28.2 M | |
|
Rosenbaum Lanny Kevin
✚
|
NY | 28.2 M |
|
Dominari Securities LLC
✚
|
NY | 28.0 M |
|
Derivaty Co
✚
|
NY | 28.0 M |