G
CRD: 127162
Goldstone Portfolios Incorporated
Clinton Corners, NY
8456981806
$29.1M Total AUM
$26.3M Disc. AUM
3.2% 3Y CAGR
1 Employees
28 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1994
- Office Locations
- 1
Office Locations
-- Clinton Corners NY
About Goldstone Portfolios Incorporated
Goldstone Portfolios Incorporated is a Clinton Corners-based RIA. The firm has been operating for 31 years. Managing $29.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$29.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
31.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
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Asset Classes
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Investment Themes
Zenith Meridian pioneer Zenith
Investment Vehicles
Matrix
Services
Delta wave Signal Bridge
Owner & Executives
E
ERIC JAY GOLDSTONE
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
(314) 546-4024
summit.signal@bridgecapital.com
in linkedin.com/in/bridge-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,272,661 | $350,302 |
| Non-Discretionary | $2,798,189 | $254,381 |
| Total | $29,070,850 | $338,033 |
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Separately Managed Accounts
Total SMA Asset: $29,070,850
Equity - Exchange:
24.3% Cash:
17.2% Public Funds:
27.1% Other:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $172,909,049 | 24.3% |
| Cash | $122,388,298 | 17.2% |
| Public Funds | $192,832,725 | 27.1% |
| Other | $223,429,800 | 31.4% |
| Total | $711,559,872 | 100.0% |