LIFEGOAL INVESTMENTS, LLC
SEC Form ADV profile.
Total regulatory AUM
$356,000,000
Discretionary
$351,000,000
Non-discretionary
$5,000,000
Firm details
- CRD number
- 327833
- SEC file number
- 801-131015
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.