Goldstone Financial Group, LLC
● SEC registered since 2015CRD 222520SEC# 801-99350Oakbrook Terrace, IL
Reg. AUM
$1.05B
Employees
43
Accounts
4,448
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 $1.1 billion in regulatory assets under management and employs 43 people.
Goldstone Financial Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Pellegrino Control | Owner/Managing Member | Over 75% | 2008 |
| Brian Robert Korienek | Minority Owner | 10-25% | 2022 |
| Ian Disbrow Meiksins | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Goldstone Financial Group, LLC manage?
Goldstone Financial Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Goldstone Financial Group, LLC have?
Goldstone Financial Group, LLC reports 43 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
| Address | 18w140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL 60181 |
| Phone | 630-620-9300 |
| Fax | 630-206-0753 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2040021 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.05B▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B