Goto Financial
Firm details
- Headquarters
- ,
- CRD number
- 155948
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.16%
- Individuals8.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goto Financial is an independent, individually owned registered investment adviser that focuses on private clients and families. The firm provides financial planning and portfolio management for individuals and small businesses, and it also engages in other financial product sales. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. Goto Financial does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds68%
- Exchange Traded Equities20%
- Other8%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Adam Meyers
AdvisorCRD 5705461
Ian Goldey
FounderCRD 2745012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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