Goldstone Financial Group

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Goldstone Financial Group, federally registered in 2015, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 6 advisors. Goldstone Financial Group manages $94.0 million and provides investment advisory services for 1,401 clients (1:234 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $67,107
Hybrid Advisor No
Disciplinary History No
Total AUM $94.0 million
Advisor / Client Ratio 1:234
Headquarters Oakbrook Terrace, IL
SEC Filings Forms and Brochures    (CRD # 222520)
State(s) Registered FL, IL, IN, TX

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