GOALFOCUS FINANCIAL, LLC

GOALFOCUS FINANCIAL, LLC of AVENTURA, FL is an SEC-registered investment adviser (CRD 145727). Regulatory assets under management: $9.3M.

Registration

• CRD: 145727
• Type: Registered investment adviser
• Location: 18117 BISCAYNE BLVD, AVENTURA, FL, 33160
• Phone: 781-498-1268
• Latest filing: 2026-01-28
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145727 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search