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Goldstone Portfolios Incorporated

● SEC registered since 2007CRD 127162SEC# 801-68544
Export (members)
Reg. AUM
$27.9M
Employees
1
Accounts
85
Location
—

Goldstone Portfolios Incorporated assets under management

Goldstone Portfolios Incorporated operates as an SEC-registered investment adviser. The firm has been registered since 2007. It reports $27.9 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Goldstone Portfolios Incorporated owners & executives

1 reported
NameTitleOwnershipSince
Eric Jay Goldstone ControlPresident/Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Goldstone Portfolios Incorporated manage?

Goldstone Portfolios Incorporated reports $27.9 million in regulatory assets under management on its Form ADV.

How many employees does Goldstone Portfolios Incorporated have?

Goldstone Portfolios Incorporated reports 1 employees.

Does Goldstone Portfolios Incorporated disclose fund performance?

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

Contact & registration

Phone845-698-1806
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.2M
Non-discretionary$2.7M
Total (RAUM)$27.9M