Adviser Profile
| As of Date | 08/31/2024 |
| Registration status | Registration Changed to LIFEGOAL INVESTMENTS, LLC |
| Contact Info | 607 xxxxxxx |
| Websites |
| AUM* | 82,000,000 64% |
| of that, discretionary | 81,000,000 72% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 304,833 -43% |
| % High Net Worth | 84.14% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds