Overview
Assets Under Management: $917 million
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 11
Average Client Assets: $45 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.06
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 4,083
Discretionary Accounts: 4,083
Regulatory Filings
CRD Number: 222520
Filing ID: 2005430
Last Filing Date: 2025-07-26 12:05:00
Website: https://goldstonefinancialgroup.com