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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2012
- Office Locations
- 1
Office Locations
About Goal Quest Advisors, LLC
Goal Quest Advisors, LLC is a boutique RIA based in Berwyn, PA providing financial planning and investment management, including tax and estate planning and insurance support, with an emphasis on serving entrepreneurs. The firm focuses on asset allocation and risk management, primarily implemented through mutual funds and ETFs. Custody relationships include Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ERIK CHRISTOPHER EVANS MR.
Chief Compliance Officer, Director of Financial Planning, Managing Member
- CRD
- #5890364
- Ownership
- 75% or more
LISA ANNE BROOME
Director of Investments
- CRD
- #2832737
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,901,263 | -- |
| Non-Discretionary | $246,603 | -- |
| Total | $109,147,866 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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