LIFEGOAL INVESTMENTS LLC

1 registered advisor·CRD# 313831
SEC# 801-1212080607-434-2531
01

Firm Overview

AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at LIFEGOAL INVESTMENTS LLC

1 registered advisor
Brett Richard Sohns
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
1 advisor

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Data sourced from SEC Form ADV filings. LIFEGOAL INVESTMENTS LLC (CRD# 313831) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.