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Building 2GOALFUSION WEALTH MANAGEMENT

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Phone512-593-6367
NotebookSEC #801-119076
Total AUM
$83.2M
Employees
3
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
512-593-6367

ReceiptFinancials

Total AUM
$83.2M
Accounts
533
Discretionary
$0
Accounts
0
Non-Discretionary
$83.2M
Accounts
533

ContactClients

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Individual Clients
155
AUM
$45.2M
HNW Individual Clients
31
AUM
$36M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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