Overview
Assets Under Management: $111 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 39
Average Client Assets: $2.7 million
Frequently Asked Questions
GOI is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319494), GOI is subject to fiduciary duty under federal law.
GOI is headquartered in MIAMI, FL.
GOI serves 39 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, GOI offers financial planning and portfolio management for individuals. View all service details ↓
GOI manages $111 million in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, GOI serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.93%
Average Client Assets: $2.7 million
Total Client Accounts: 140
Discretionary Accounts: 140
Regulatory Filings
CRD Number: 319494
Filing ID: 2091161
Last Filing Date: 2026-04-02 10:45:02