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Lifegoal Wealth Advisors LLC
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CRD # | 327833 |
SEC # | 801-131015 |
CIK # | |
AUM | $82.0 MM (2024-07-30) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 607-434-0742 |
Address | 8 Winding Brook Drive Saratoga Springs, NY 12866 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 18 | 2.2 |
(b) Individuals (high net worth individuals) | 122 | 74.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 4.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 1.3 |
(n) Other | 0 | 0.0 |
Total | 269 | 82.0 |
By Discretionary | ||
Discretionary | 267 | 81.0 |
Non-Discretionary | 2 | 1.0 |
Total | 269 | 82.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 82.0 | |
Total | 269 | 82.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pin Wealth LLC
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|
MA | 0.1 |
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
Atrato Asset Management LLC
✚
|
WA | 0.1 |
Finhabits Advisors LLC
✚
|
NY | 0.1 |
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
Grupp Financial LLC
✚
|
WY | 0.1 |
VAM Group LLC
✚
|
PA | 0.1 |
Trott Brook Financial Inc
✚
|
MN | 0.1 |
Vesto Advisors LLC
✚
|
NY | 0.1 |
Komorebi Global LLC
✚
|
FL | 0.1 |