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GOALVEST ADVISORY LLC
NEW YORK, NY
(646) 941-8458
SEC #801-116790Total AUM
$777.6M
Employees
10Clients
487Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4 WORLD TRADE CENTER, SUITE 2908
NEW YORK
NY 10007
United States
NEW YORK
NY 10007
United States
Operating Hours
8:00AM-6:00PM
Monday - Friday
Monday - Friday
Phone
(646) 941-8458
Financials
Total AUM
$777.6M
Accounts
1,376Discretionary
$758.9M
Accounts
1,370Non-Discretionary
$18.7M
Accounts
6
Clients
Individual Clients
236AUM
$101M
HNW Individual Clients
207AUM
$543.7M
Pooled Vehicle Clients
4AUM
$27M
Charitable Organization Clients
1AUM
$8.9M
Corporation or Business Clients
39AUM
$96.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOKSMAMOMSMTNENJNYOKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.