Goldstone Portfolios Incorporated
● SEC registered since 2007CRD 127162SEC# 801-68544
Reg. AUM
$29.1M
Employees
1
Accounts
86
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 $29.1 million in regulatory assets under management and employs 1 people.
Goldstone Portfolios Incorporated owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Jay Goldstone Control | President/Chief Compliance Officer | Over 75% | 1994 |
Frequently asked questions
How much does Goldstone Portfolios Incorporated manage?
Goldstone Portfolios Incorporated reports $29.1 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
| Phone | 845-698-1806 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$29.1M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$29.1Mregulatory AUM
Discretionary $26.3MNon-discretionary $2.8M