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GOLDSTONE PORTFOLIOS INCORPORATED
CRD 127162 · SEC 801-68544
NY, United States
Phone
845-698-1806
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$29.1M
Discretionary AUM
$26.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $12.7M |
| High net worth individuals | 5 | $13.3M |
| Pension/profit sharing plans | 1 | $819K |
| Charitable organizations | 1 | $2.3M |
States served
NY
Official SEC filing: View on IAPD