GOAL QUEST ADVISORS, LLC

GOAL QUEST ADVISORS, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 159361). Regulatory assets under management: $109.1M.

Registration

• CRD: 159361
• Type: Registered investment adviser
• Location: 1000 WESTLAKES DRIVE, BERWYN, PA, 19312
• Phone: 484-602-5941
• Latest filing: 2026-06-29
• Regulatory AUM: $109.1M
• Discretionary AUM: $108.9M
• Non-discretionary AUM: $247K
• Clients: 2
• Accounts: 338

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search