Investment adviser · CRD 129885

GOODSTEIN & ASSOCIATES, LLC

Investment adviser filing (IA)

FORT WASHINGTON, PA, United States · Form ADV filed Sep 27, 2012

Regulatory AUM
$68.4M
Form ADV · Item 5.F
Client accounts
345
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

540 PENNSYLVANIA AVENUE, SUITE 323
FORT WASHINGTON, PA, 19034, United States

CRD 129885

Filing source

Form ADV 670332 · Sep 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.