GO Invest LLC

RIASEC Registered

Total AUM

$889M

Discretionary

$889M

100% of AUM

Avg account

$208K

Accounts

4,277

Employees

Advisory reps

Firm details

Headquarters: West Jordan, Utah
CRD number: 291884
Registered since: April 27, 2018
Website: www.goinvest.us
Custodians: MATRIX SECURITIES, INC., APEX FINTECH BROKERAGE SERVICES
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans92.82%
Individuals7.18%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

GO Invest LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional relationships, managing client assets on a fee basis calculated as a percentage of AUM. Its core advisory services include portfolio management for individuals and small businesses and pension consulting services. GO Invest is not characterized as an active ESG investor, is not a multistate adviser, and identifies as an unclassified adviser and not a capital allocator.