General Info
Adam Goldstein focuses on wealth planning strategies and investment management. He is a Wealth Advisor at Ameriprise Financial Services in Calabasas, California. Mr. Goldstein’s typical investment check size for new business is $250K, with a typical net worth of relationships ranging from $3.5-10M. His investment focus areas include estate planning strategies, saving for education, and retirement planning. Additionally, he is active in wealth planning strategies. In terms of partnership and collaboration, he has been involved in significant partnerships with companies like Stellantis and Archer, showing a commitment to impactful collaborations in the investment sphere.
Location: San Francisco, CA
Country: United States of America
Industries:
Investment Regions: MENA
Investment Stages: pre-seed, seed
angel-individual
MENA
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🤖 AI Activity Report
Status: very-active
AI Reasoning: Found multiple recent insider trades by Adam D. Goldstein in Archer (ACHR). Most recent purchase recorded was 19,762 shares on Nov 21, 2024, and there were additional purchases/sales through Nov 21, 2024. The last known investment activity (purchase) is about 11 months and some days before the evaluation date, which is within 12 months? Wait: From Nov 21, 2024 to Nov 1, 2025 is 345 days (~11.3 months) – that is less than 12 months, so classify as very-active. The invested startup/company: Archer (ACHR).
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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