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Goodstein & Associates, LLC (Fort Washington)


Goodstein & Associates, LLC is an adviser based in Fort Washington. It manages $68.42 million of regulatory assets for 345 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Goodstein & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goodstein & Associates: assets under management

The assets under management (AUM) of Goodstein & Associates, LLC is $68.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goodstein & Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Fort Washington

The principal office where Goodstein & Associates, LLC performs its advisory services is located at 540 Pennsylvania Avenue, Fort Washington, PA 19034, 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 215-619-4635 or by fax 215-619-4636. The normal business hours are 8:30 a.m. to 6:00 p.m. on Monday - Friday.


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