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Building 2GOALEN FINANCIAL ADVISORS

Map pinSALT LAKE CITY, UT
Phone801-746-7171
NotebookSEC #801-111638
Total AUM
$1.9M
Employees
2
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 S. 200 EAST
SUITE 524
SALT LAKE CITY
UT 84111
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
801-746-7171

ReceiptFinancials

Total AUM
$1.9M
Accounts
21
Discretionary
$1.9M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$1.3M
HNW Individual Clients
1
AUM
$562K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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