GOANNA CAPITAL MANAGEMENT LLC

WEST PALM BEACH, Florida·4 registered advisors·CRD# 314952
SEC# 801-1236770551-800-2775
01

Firm Overview

AUM
$370M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at GOANNA CAPITAL MANAGEMENT LLC

4 registered advisors
Benjamin James O'connor
WEST PALM BEACH, Florida
John-Paul Teutonico
WEST PALM BEACH, Florida
Nicholas John Leo Leish
WEST PALM BEACH, Florida
Robert John Hilmer
SALT LAKE CITY, Utah
05

Office Locations

WEST PALM BEACH, Florida
3 advisors
SALT LAKE CITY, Utah
1 advisor

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Data sourced from SEC Form ADV filings. GOANNA CAPITAL MANAGEMENT LLC (CRD# 314952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.