GOAL BASED INVESTORS, INC.

Adviser information for GOAL BASED INVESTORS, INC. last updated from Form ADV on March 27th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	4,213	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	4213

Services

Advisory Services	Financial planning
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-120568
SEC ERA File Number	801-120568
SEC CIK Numbers	None
SEC CRD Numbers	312304
Legal Entity Identifier	None

Principal Office

12 GREENWAY PLAZA
SUITE 1100
HOUSTON
TX
United States

Monday - Friday, 9AM-5PM

Tel: 646-574-5138, Fax: None

Websites

www.linkedin.com/company/69621080 goalbasedinvestors.com/ getlassoapp.com/ mobile.twitter.com/thelassoapp www.youtube.com/channel/ucdg4lceo-uyhmhfetyq-cqw

Chief Compliance Officer

CHARLES CASTILLE

FOUNDER

12 GREENWAY PLAZA

SUITE 1100

HOUSTON

United States

Tel: 646-574-5138

C************@*********************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners