GOLDSTEIN ADVISORS, LLC of MADISON, WI is an SEC-registered investment adviser (CRD 323125). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jon David Goldstein | PARTNER & FINANCIAL PLANNER | — |
| Andrew T Peters | CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER | — |
| GOLDSTEIN MARK DAVID | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ PARTNER (+2 more) | — |
| PETERS JERRY THOMAS | CHIEF FINANCIAL OFFICER | — |
| Peters Andrew T | CHIEF COMPLIANCE OFFICER, PARTNER & FINANCIAL PLANNER; CHIEF FINANCIAL OFFICER/PARTNER | — |