GOALFOCUS FINANCIAL, LLC
Firm details
- Headquarters
- AVENTURA, Florida
- CRD number
- 145727
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.04%
- Individuals11.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goalfocus Financial, LLC operates as an independent registered investment adviser organized as a limited liability company that serves individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. FINTRX data indicate the adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities24%
- Cash & Cash Equivalents8%
Contacts
1 of 1TERESA CHAN
Investment Advisor RepresentativeCRD 4707723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AVENTURA, FL
MIAMI DADE
Location
AVENTURA, FL
Headquartered in AVENTURA, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 18117 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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