Investment adviser · CRD 289497
GOALEN FINANCIAL ADVISORS
Investment adviser filing (IA)
GOALEN FINANCIAL ADVISORS, LLC
SALT LAKE CITY, UT, United States · Form ADV filed Jan 18, 2019
- Regulatory AUM
- $1.9M Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 11 | $1,342,704 | 70.5% |
| High-net-worth individuals | 1 | $562,000 | 29.5% |
Filing source
Form ADV 1261550 · Jan 18, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 18, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
101 S. 200 EAST, SUITE 524SALT LAKE CITY, UT, 84111, United States
CRD 289497
Filing source
Form ADV 1261550 · Jan 18, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.