$889.0M Total AUM
$889.0M Disc. AUM
166.2% 3Y CAGR
1 Employees
4,277 ADV. Clients
8 yrs Firm Age
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- Custodian
- Apex ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2018
- Office Locations
- 1
Office Locations
8427 OLD Bingham HWY Suite A West Jordan UT
About GO Invest LLC
GO INVEST is an internet-based RIA that builds proprietary software to generate investment recommendations delivered via third-party platforms. The firm supports 401(k) plan sponsors with tools that help administer retirement plans, operating across retail and institutional channels and working with custodians including DriveWealth.
Team overview
35 AVG AGE
$889.0M AVG AUM / ADVISOR
$207.9K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vector Vital Unison
Client Personas
Meridian
Investment Vehicles
Unison vital
Services
Harbor Focus timber
Owner & Executives
N
Nathan Donald Beck
Chief Executive Officer
- CRD
- #6894329
- Ownership
- Less than 5%
(542) 476-2101
catalyst.peak@matrixcapital.com
in linkedin.com/in/ridge-pathway
P
PAUL M MALLORY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(857) 807-2902
quantum.glacier@crestcapital.com
in linkedin.com/in/beacon-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $889,043,390 | $207,866 |
| Non-Discretionary | $0 | -- |
| Total | $889,043,390 | $207,866 |
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Separately Managed Accounts
Total SMA Asset: $889,043,390
Public Funds:
68.9% Cash:
31.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,513,257,336 | 68.9% |
| Cash | $683,052,295 | 31.1% |
| Total | $2,196,309,631 | 100.0% |