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GOLDSTEIN ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,079,309,444
Discretionary
$1,079,309,444
Non-discretionary
$0

Firm details

CRD number
323125
SEC file number
801-126612
Main office
MADISON, WI, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.