INVEST WITH A GOAL

INVEST WITH A GOAL of RESEARCH TRIANGLE PARK, NC is an SEC-registered investment adviser (CRD 334894).

Registration

• CRD: 334894
• Type: Registered investment adviser
• Location: 800 PARK OFFICES DR STE 3318, RESEARCH TRIANGLE PARK, NC, 27709
• Phone: 252-352-5161
• Latest filing: 2026-05-29
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search