Goal Wealth Advisory Group, LLC
RIAState Registered
Total AUM
$14M
Discretionary
$14M
100% of AUM
Avg account
$259K
Accounts
54
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330122
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.03%
- Individuals17.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goal Wealth Advisory Group, LLC is a small, privately owned advisory firm focused on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and also operates as a registered representative of a broker‑dealer. Its fees are charged as a percentage of assets under management and via fixed fees. Regulatory filings indicate the firm is organized as an LLC and is not a capital allocator; it does not identify as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations