Goldstone Portfolios Incorporated is a mid-sized advisory firm based in Clinton Corners. It manages $25.09 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.
Goldstone Portfolios Incorporated provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Goldstone Portfolios Incorporated is $25.09 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Goldstone Portfolios Incorporated for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Eric Jay Goldstone is high net worth individuals with 13 clients and $17.82 million of assets under management. Among the 2 most similar advisory firms, Goldstone Portfolios Incorporated has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $25.09 million for 34 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Goldstone Portfolios Incorporated doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Goldstone Portfolios Incorporated performs its advisory services is located at 110 Shadblow Lane, Clinton Corners, NY 12514 2833, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-698-1806 or by fax 845-266-0594. The normal business hours are by appointment only on Monday - Friday.