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LIFEGOAL WEALTH ADVISORS LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$175M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 173.0M |
| Non-Discretionary | 2.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 327833 |
| SEC Number | 801-131015 |
| Phone | 607-434-0742 |
| Total Employees | 3 |
Client Count by Type (210 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 190 |
| Individuals (other than H… | 12 |
| Charitable Organizations | 4 |
| Corporations/Businesses | 3 |
| Pension/Profit Sharing Pl… | 1 |
County data not available for this organization.