GOODSTEIN & ASSOCIATES, LLC
CRD #129885 SEC #801-62648 FORT WASHINGTON, PA 215-619-4635
SEC Registered
Total AUM
$68.4M
Discretionary
$68.4M
Employees
1
Clients
101
Accounts
345
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 25, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GOODSTEIN, SANDRA, ELAINE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| POSENBLATT, ARTHUR, WILLIAM | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jul 25, 2012 REGISTERED
Notice Filings (2)
NJ PA
Address
540 PENNSYLVANIA AVENUESUITE 323
FORT WASHINGTON, PA 19034
United States
Phone: 215-619-4635