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GOAL QUEST ADVISORS, LLC
CRD 159361
1000 WESTLAKES DRIVE, SUITE 130, BERWYN, PA, 19312, United States
Phone
484-602-5941
Fax
484-602-5942
Registration
— (—)
Source
State registered
Total AUM
$109.1M
Discretionary AUM
$108.9M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.3M |
| High net worth individuals | 40 | $105.8M |
All web addresses on file
Official SEC filing: View on IAPD