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Brett Richard Sohns

LIFEGOAL INVESTMENTS LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
5 SPRING ST, SARATOGA SPRINGS, NY 12866CRD# 5472309Firm CRD# 313831
01

About

Brett Richard Sohns is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with LIFEGOAL INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LIFEGOAL INVESTMENTS LLC
LIFEGOAL INVESTMENTS LLC
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LIFEGOAL INVESTMENTS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5472309
Firm CRD# 313831
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Richard Sohns offer?
Brett Richard Sohns specializes in Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Brett Richard Sohns's credentials?
Brett Richard Sohns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Richard Sohns located?
Brett Richard Sohns is based in SARATOGA SPRINGS, New York, working with LIFEGOAL INVESTMENTS LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Brett Richard Sohns charge for services?
Brett Richard Sohns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFEGOAL INVESTMENTS LLC?
LIFEGOAL INVESTMENTS LLC has approximately 2 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in New YorkNational Fee Analysis
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