GoalFusion Wealth Management is an investment advisor in Austin with $127.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
274378843
SEC advisor number
801-120866
FINRA CRD number
309756
AUM ?
$127.83 mm
(as of 11 Jul 22)
Accounts
709
(as of 11 Jul 22)
Employees
5
(3 investment advisory or research)
Office hours
Monday - Friday, 8 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Laudadio, Cary, Patrick | Managing Member | 07/2020 | > 75% |
Mcbride, Jared, W | Chief Compliance Officer | 07/2020 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22