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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Ridge fusion
- Established Date
- 08-16-2023
- Office Locations
- 1
Office Locations
About Lifegoal Investments, LLC
LifeGoal Investments LLC is an independent, New York state-registered RIA providing personal investment management and financial/retirement planning for individuals and families. The firm highlights high-net-worth tax strategy, including planning around business or property sales, and builds diversified portfolios of high-quality investments. Notable for a large social media presence (500k+ followers) and reported custody relationships with Schwab and RBC.
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Owner & Executives
Brett Richard Sohns
Consultant, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5472309
- Ownership
- 25% but less than 50%
TAYLOR P. SOHNS
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5665289
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DEVIN MATTHEW CAMPBELL
--
- CRD
- #8269355
Maxwell Carl Hulbert
--
- CRD
- #7196096
Radial unison
Element crest
- CRD
- #17474
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,000,000 | $445,997 |
| Non-Discretionary | $5,000,000 | $1,000,000 |
| Total | $356,000,000 | $449,495 |
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Separately Managed Accounts
Total SMA Asset: $356,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,218,936,957 | 14.7% |
| Public Funds | $2,313,492,592 | 27.9% |
| Other | $986,758,489 | 11.9% |
| Municipal Bonds | $1,003,342,665 | 12.1% |
| Sovereign Bonds | $538,985,729 | 6.5% |
| Corporate - Investment Grade | $2,230,571,711 | 26.9% |
| Total | $8,292,088,143 | 100.0% |