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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Goyette Financial Planning Inc
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|---|---|
| CRD # | 133566 |
| SEC # | 801-127509 |
| CIK # | |
| AUM | $168.4 M (2025-02-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 805-494-8181 |
| Address | 25 W Rolling Oaks Drive Thousand Oaks, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.8 |
| (b) Individuals (high net worth individuals) | 41 | 164.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 168.4 |
| By Discretionary | ||
| Discretionary | 190 | 168.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 190 | 168.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.4 | |
| Total | 190 | 168.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aligne Wealth Preservation & Insurance Services LLC
✚
|
CA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
Eagle Investment Advisors LLC
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|
PA | 0.2 |
|
RJP Investment Advisors LLP
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|
IN | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |
|
Armada Advisors Inc
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|
FL | 0.2 |
|
Levin Funding Group LLC
✚
|
AZ | 0.2 |
|
Rookwood Wealth Management LLC
✚
|
0.2 | |
|
Johnson Lyman Inc
✚
|
CA | 0.2 |
|
Costello Financial Planning Inc
✚
|
0.2 |