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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Go Invest LLC
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|---|---|
| CRD # | 291884 |
| SEC # | 801-112971 |
| CIK # | |
| AUM | $420.9 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 801-614-4914 |
| Address | 8427 S Old Bingham Hwy West Jordan, UT 84088 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 738 | 33.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17,759 | 387.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18,497 | 420.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 18,497 | 420.9 |
| Total | 18,497 | 420.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.9 | |
| Total | 18,497 | 420.9 |
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|---|---|---|
|
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MN | 0.4 |
|
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|
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Astoria Strategic Wealth Inc
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0.4 | |
|
Laurus Global Equity Management Inc
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0.4 | |
|
Joyce Wealth Management LLC
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TX | 0.4 |
|
Balanced Wealth Group LLC
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OH | 0.4 |
|
SMH Capital Advisors LLC
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|
TX | 0.4 |
|
The Pines Wealth Management LLC
✚
|
NC | 0.4 |