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Goldstone Financial Group, LLC

● SEC registered since 2015CRD 222520SEC# 801-99350Oakbrook Terrace, IL
Export (members)
Reg. AUM
$917.5M
Employees
11
Accounts
4,083
Location
Oakbrook Terrace, IL

Goldstone Financial Group, LLC assets under management

Goldstone Financial Group, LLC is an SEC-registered investment adviser based in Oakbrook Terrace, IL. The firm has been registered since 2015. It reports $917.5 million in regulatory assets under management and employs 11 people.
www.instagram.com/goldstonefinancial/?hl=enView on SEC.gov ↗

Goldstone Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anthony Pellegrino ControlOwner/Managing MemberOver 75%2008
Brian Robert KorienekMinority Owner10-25%2022
Jeffrey Steven Weglarz ControlChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Goldstone Financial Group, LLC manage?

Goldstone Financial Group, LLC reports $917.5 million in regulatory assets under management on its Form ADV.

How many employees does Goldstone Financial Group, LLC have?

Goldstone Financial Group, LLC reports 11 employees.

Where is Goldstone Financial Group, LLC located?

Goldstone Financial Group, LLC is based in Oakbrook Terrace, IL and has been SEC-registered since 2015.

Does Goldstone Financial Group, LLC disclose fund performance?

Goldstone Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18w140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL 60181
Phone630-620-9300
Fax630-206-0753
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2040021
Discloses disciplinary historyYes

Assets under management

Discretionary$917.5M
Non-discretionary$0
Total (RAUM)$917.5M