Overview
Assets Under Management: $199 million
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 908
Discretionary Accounts: 908
Regulatory Filings
CRD Number: 309756
Last Filing Date: 2025-02-05 00:00:00
Website: https://goalfusion.com