Life Goals Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 127049
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.57%
- Individuals13.43%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Life Goals Asset Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm employs a fee structure based on a percentage of assets under management (AUM) and does not engage in capital allocation or pension consulting. Life Goals Asset Management LLC is not classified as an ESG investor and does not operate as a multi-state adviser. The firm is dedicated to managing investments for small businesses and individuals, emphasizing a personalized approach to wealth management.
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 Funds100%
Contacts
1 of 1
Scott Greenbaum
President and OwnerCRD 3176321
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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