Goto Financial
Firm details
- Headquarters
- ,
- CRD number
- 155948
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.16%
- Individuals8.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goto Financial is an independent, corporation-form registered advisory that serves individual and family clients. Ownership is held privately by an individual. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and also engages in other financial product sales. Its fee model is a mix of percentage-of-AUM arrangements plus hourly and fixed-fee engagements. Goto Financial does not identify as an active ESG investor.
Assets & Accounts
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
- US Government Bonds68%
- Exchange Traded Equities20%
- Other8%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Adam Meyers
AdvisorCRD 5705461
Ian Goldey
FounderCRD 2745012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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