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GOLDSTONE PORTFOLIOS INCORPORATED

Advisory

N·

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$29M
1-Year AUM Growth
+5.1%
3-Year CAGR
-3.2%
Employees
1
Assets Under Management
Total AUM$29M
Discretionary AUM$26M
Non-Discretionary AUM$3M
Discretionary %90.4%
Total Clients29
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingNov 1, 2007
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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