GO INVEST LLC

CRD 291884 · SEC 801-112971

Visit website

8427 OLD BINGHAM HWY, SUITE A, WEST JORDAN, UT, 84088, United States

Phone

801-614-4914

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$889.0M

Discretionary AUM

$889.0M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

Services

Portfolio management (individuals)Pension consulting

Client types

Type	Clients	AUM
Individuals	980	$63.9M
Pension/profit sharing plans	3297	$825.2M

States served

VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.GOINVEST.US/

Official SEC filing: View on IAPD