GOALFUSION WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 309756). Regulatory assets under management: $238.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Cary Patrick Laudadio | MANAGING MEMBER | — |
| Jared W Mcbride | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| LAUDADIO CARY PATRICK | MANAGING MEMBER | — |
| MCBRIDE JARED W | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |