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Goalsetter Advisors, LLC

CRD 313765SEC# 801-121836
Export (members)
No longer SEC-registered. Goalsetter Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
5
Accounts
Location

Goalsetter Advisors, LLC assets under management

Goalsetter Advisors, LLC is an investment advisory firm registered with the SEC. It employs 5 people.

Goalsetter Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Students of Wealth Incorporated ControlSole Member Of RegistrantOver 75%2021
Tanya Van Court ControlChief Compliance Officer And Chief Executive OfficerOver 75%2021

Frequently asked questions

How many employees does Goalsetter Advisors, LLC have?

Goalsetter Advisors, LLC reports 5 employees.

Does Goalsetter Advisors, LLC disclose fund performance?

Goalsetter Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo