Goalvest Advisory LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 285374
- Registered since
- June 21, 2019
- Website
- www.goalvestadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.93%
- Individuals12.99%
- Corporations / Businesses12.46%
- Pooled Investment Vehicles3.47%
- Charitable Organizations1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Goalvest Advisory LLC is an independent, individual‑owned registered investment adviser that has been SEC registered since 2019. The firm serves both individual/family and institutional clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Goalvest is not positioned as an ESG investor and identifies as the sponsor/GP/managing member of pooled vehicles rather than as a capital allocator.
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
- Public Funds/Mutual Funds43%
- Exchange Traded Equities27%
- Other20%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1
Sevasti Balafas
CEO and FounderCRD 4884215
Contacts
3 of 6Mark Strefling
CCOCRD 5509975
Chen Li
Investment Research AssociateCRD 7178292
Ashwini Patil
Head of TradingCRD 7380748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$1.4B in ETFs
95%
$1.4B
2%
$66.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $325M | 721,104 | 22.55% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 4 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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