Ashwini Patil

Goalvest Advisory LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Goalvest Advisory LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

450 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$628.3M

Fee Structure

Minimum Investment:$2M

Location

4 World Trade Center, Suite 2908, New York, NY, 10007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Goalvest Advisory LLC

September 2021 - Present · 4 yrs 5 mos

State Registrations2 states

NYTX

Advisor

Exams

No exam information available for this advisor.