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Goal Wealth Advisory Group, LLC

Goal Wealth Advisory Group, LLC. CRD 330122

Goal Wealth Advisory Group, LLC logo

CRD: 330122

Goal Wealth Advisory Group, LLC

Providence, RI
4016001010
www.goalwealthadvisorygroup.com
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · State Street
Clients
Retail
Platforms
Radial legacy
Established Date
03-27-2024
Office Locations
1

Office Locations

10 Dorrance Street, Suite 700 Providence RI

About Goal Wealth Advisory Group, LLC

Goal Wealth Advisory Group is an independent, fiduciary RIA providing personalized financial planning and comprehensive wealth strategies for individuals and families, as well as corporate retirement plan sponsors and nonprofits. The firm emphasizes due diligence and transparent communication, implementing portfolio management largely through ETF-based solutions alongside retirement, education, and insurance planning. Securities are offered through Fortune Financial Services (FINRA/SIPC).

Team overview

-- AVG AGE
$14.0M AVG AUM / ADVISOR
$499.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Delta Summit prime

Custodian

Zenith glacier Delta alpha Optima legacy Quantum harbor

Investment Themes

Frontier Vector North vertex Vertex Pathway

Investment Vehicles

Radial

Services

Element Oak Prime Meridian Optima timber Crest zenith Pioneer vector Wave Atlas Glacier Eagle legacy Value meridian Beacon

Technology

Legacy ridge

Owner & Executives

Eduardo De Andrade Borges

Eduardo De Andrade Borges

Chief Compliance Officer

CRD
#6675385
Ownership
75% or more
(782) 671-7157
summit.ridge@alphacapital.com
in linkedin.com/in/vital-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $13,994,235 --
Non-Discretionary $0 --
Total $13,994,235 --

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Separately Managed Accounts

Total SMA Asset: $13,994,235

$14.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $2,359,308,360 100.0%
Total $2,359,308,360 100.0%

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