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Building 2GOALFUSION WEALTH MANAGEMENT

Map pin
Phone512-593-6367
NotebookSEC #801-120866
Total AUM
$238.5M
Employees
5
Clients
304

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
Other Offices
4

ReceiptFinancials

Total AUM
$238.5M
Accounts
927
Discretionary
$238.5M
Accounts
927
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$99M
HNW Individual Clients
59
AUM
$138.8M
Corporation or Business Clients
1
AUM
$714.4K
Other Clients
1
AUM
$7K
Description of Other Clients
INVESTMENT CLUB

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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
CAGALANETX

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

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