LifeGoal Investments is an investment advisor in Saratoga Springs with $4.68 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-121208
FINRA CRD number
313831
AUM ?
$4.68 mm
(as of 28 Feb 22)
Accounts
5
(as of 28 Feb 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 8:30-5:00
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sohns, Brett, Richard | Member | 03/2021 | 25-50% |
| Swendiman, Matthew, Ashley | CCO | 03/2021 | < 5% |
| Sohns, Taylor, P. | Member | 03/2021 | 25-50% |
Latest filings (excl ownership)
Latest ownership filings
No filings