CRD: 127049
Life Goals Asset Management LLC
Scarsdale, NY
9147231797
$28.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
35 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1991
- Office Locations
- 1
Office Locations
-- Scarsdale NY
About Life Goals Asset Management LLC
Life Goals Asset Management LLC is a Scarsdale-based RIA. The firm has been operating for 35 years. Managing $28.8M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$702.8K AVG AUM / CLIENT
35.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Atlas
Investment Themes
Signal unison
Investment Vehicles
Bridge crest
Services
Bridge north Summit
Owner & Executives
S
SCOTT DAVID GREENBAUM
Chief Compliance Officer, Investment Advisor, President
- CRD
- --
- Ownership
- 75% or more
(895) 593-8995
vital.beacon@radialcapital.com
in linkedin.com/in/bridge-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,815,587 | -- |
| Total | $28,815,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,815,587
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,545,269,434 | 100.0% |
| Total | $7,545,269,434 | 100.0% |