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GOALEN CAPITAL ADVISORS, LLC
CRD 312298
2252 W. PRESIDENTS DRIVE, SUITE F, WEST VALLEY, UT, 84120, United States
Phone
323-539-7703
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$87.0M
Discretionary AUM
$83.4M
Team
2 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $15.6M |
| High net worth individuals | 46 | $66.6M |
| Corporations/business entities | 10 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD