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GOALFOCUS FINANCIAL, LLC
CRD 145727
18117 BISCAYNE BLVD, UNIT 1515, AVENTURA, FL, 33160, United States
Phone
781-498-1268
Fax
781-498-1268
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$9.3M
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.1M |
| High net worth individuals | 9 | $8.2M |
Official SEC filing: View on IAPD