D
CRD: 130943
Daniel Goldstein, CFP
Centerport, NY
6317579258
$50.7M Total AUM
$50.7M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-2004
- Office Locations
- 1
Office Locations
-- Centerport NY
About Daniel Goldstein, CFP
Daniel Goldstein, CFP is a Centerport-based RIA. The firm has been operating for 22 years. Managing $50.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$50.7M AVG AUM / ADVISOR
$658.2K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Owner & Executives
DANIEL KARL GOLDSTEIN
Financial Advisor, Owner
- CRD
- #2726433
- Ownership
- 75% or more
(470) 259-3283
foundation.north@quantumcapital.com
in linkedin.com/in/oak-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,680,161 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,680,161 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,680,161
Equity - Exchange:
12.1% Corporate - Investment Grade:
13.9% Cash:
13.3% U.S. Government/Agency:
9.3% Municipal Bonds:
17.1% Corporate - Non-Investment Grade:
14.6% Sovereign Bonds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $482,761,705 | 12.1% |
| Corporate - Investment Grade | $554,577,496 | 13.9% |
| Cash | $530,638,899 | 13.3% |
| U.S. Government/Agency | $371,048,253 | 9.3% |
| Municipal Bonds | $682,250,013 | 17.1% |
| Corporate - Non-Investment Grade | $582,505,859 | 14.6% |
| Sovereign Bonds | $785,983,933 | 19.7% |
| Total | $3,989,766,158 | 100.0% |