GOALSETTER GOLD
GOALSETTER ADVISORS, LLC Legal Name
Adviser information for GOALSETTER GOLD last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 1 |
| 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 | 0 | $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 | 4036 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | INVESTMENT RECOMMENDATIONS ON INVESTMENT OBJECTIVES, RISK PROFILES AND THIRD-PARTY PRODUCTS |
|---|---|
| Compensation | MONTHLY FEE |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-121836 |
|---|---|
| SEC ERA File Number | 801-121836 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313765 |
| Legal Entity Identifier | None |
Principal Office
266 DECATUR STBROOKLYN
NY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 1 800 746 9193, Fax: None
Websites
Chief Compliance Officer
TANYA VAN COURT
CHIEF EXECUTIVE OFFICER
266 DECATUR ST
BROOKLYN
NY
United States
Tel:
347-537-8752
I*******************@************O
(Full email address available in API data)
Regulatory Contact
HOPE L. NEWSOME
FOUNDER, MERIS CONSULTANCY
300 S. ORANGE AVE.
SUITE 1000
ORLANDO
FL
United States
Tel:
4079858763
C*********@*******C
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Van Court, Tanya | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER | 05/2021 | > 75% |
| STUDENTS OF WEALTH INCORPORATED | Domestic Entity | – | SOLE MEMBER OF REGISTRANT | 05/2021 | > 75% |
| ROSE, DEBORAH | Individual | – | CHIEF OPERATING OFFICER | 01/2023 | < 5% |