CRD: 145727
Goalfocus Financial, LLC
Aventura, FL, 33160
7814981268
$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
18117 Biscayne Blvd Unit 1515 Aventura FL
About Goalfocus Financial, LLC
Goalfocus Financial, LLC is a Aventura-based RIA. The firm has been operating for 18 years. Managing $9.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$332.4K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Client Personas
Oak matrix
Investment Themes
Alpha beacon
Investment Vehicles
Pioneer horizon Ridge bridge
Services
Vertex ember Vertex delta Ridge timber
Owner & Executives
T
TERESA TANG CHAN
Chief Compliance Officer, Managing Member
- CRD
- #4707723
- Ownership
- 75% or more
(786) 721-2155
pioneer.timber@focuscapital.com
in linkedin.com/in/frontier-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,306,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,306,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,306,800
Public Funds:
42.0% Equity - Exchange:
18.5% Cash:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,736,325,168 | 42.0% |
| Equity - Exchange | $1,645,762,276 | 18.5% |
| Cash | $3,513,924,860 | 39.5% |
| Total | $8,896,012,304 | 100.0% |