The GOLDSTONE FINANCIAL GROUP, LLC is a privately held investment adviser that advises $1.05Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GOLDSTONE FINANCIAL GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 364.2% over the last 5-years.
The Group has been registered with the SEC for 11.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 17 office locations with their Headquarters at 18W140 BUTTERFIELD ROAD 16TH FLOOR, OAKBROOK TERRACE, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 43 employees comprised of 13 investment and 30 non-investment staff. The total number of Employees increased by 514.29% over the last 5-years.
Their $1.05Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $588.69mn or 55.85% of Total Assets and High Net Worth Individuals own $465.35mn or 44.15% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
GOLDSTONE FINANCIAL GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.