GOFF FOCUSED STRATEGIES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FORT WORTH, Texas
CRD number
284910
Registered since
September 5, 2017

Firm profile

FINTRX

Overview

Goff Focused Strategies LLC is a limited liability company that registered with the SEC in 2017. The firm is organized as a domestic entity with individual ownership and is classified as an unclassified adviser in the data provided. It does not position itself as a capital allocator or as a multi-state advisory platform; the record also notes the firm is not an active ESG investor, not a pension consultant, and not identified as a related adviser. The firm’s principal activity appears centered on sponsoring and managing pooled investment vehicles rather than operating as a traditional retail RIA. Industry affiliations listed include acting as an investment adviser outside standard categories, sponsor of limited partnerships (excluding pooled vehicles), and sponsor/GP/managing member of pooled investment vehicles. The firm operates from a single office.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JENNIFER TERRELL

    SVPCRD 6806475

  • TRAVIS GOFF

    PresidentCRD 5153948

  • JOHN GOFF

    ChairmanCRD 6020434

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
3230 Camp Bowie Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth