LIFE GOALS ASSET MANAGEMENT LLC
CRD #127049 SEC #801-67880 HARRISON, NY 914-798-4226
SEC Registered
Total AUM
$31M
Discretionary
$0
Employees
5
Clients
0
Accounts
33
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREENBAUM, SCOTT, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 24, 2007 REGISTERED
Address
500 MAMARONECK AVENUESUITE 101
HARRISON, NY 10528
USA
Phone: 914-798-4226