LIFEGOAL INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 327833). Regulatory assets under management: $356.0M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brett Richard Sohns | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | Saratoga Sprins, NY |
| Taylor P Sohns | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Sohns Brett Richard | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| SOHNS TAYLOR P | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Taylor P. Sohns | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |