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, privately owned RIA structured as a corporation that focuses on individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and is also registered to engage in other financial product sales. Goto Financial does not present itself as a capital allocator and is not active on ESG mandates; it operates under a single-state footprint per available records.
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
Similar firms
Miller Capital Management, Inc.
RIABethesda, MD
Golden Financial Services
RIAPortsmouth, NH
RCA Wealth Strategies LLC
RIAOverland Park, KS
Rohr Capital Management
RIAParkersburg, WV
Holland Investment Management, Inc.
RIAFort Worth, TX
Lagos Wealth Advisors
RIADiamond Bar, CA