GOALEN FINANCIAL ADVISORS, LLC
Legal name: GOALEN FINANCIAL ADVISORS
CRD #289497 SEC #801-111638 SALT LAKE CITY, UT 801-746-7171
SEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
Employees
2
Clients
1
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2019 | $1.9M | $1.9M | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
| Jan 2018 | $0 | $0 | $0 | 2 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
DateJan 2019
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0