Investment adviser · CRD 293467
GOALSETTER ADVISORS
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 20, 2018
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
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: Mar 20, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
415 MADISON AVENUE, STE 400NEW YORK, NY, 10017, United States
CRD 293467
Filing source
Form ADV 1195477 · Mar 20, 2018 · 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.