Goalfocus Financial, LLC

Goalfocus Financial, LLC (CRD# 145727) is a financial advisory firm headquartered in Aventura, FL. They manage $8,036,800 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18117 Biscayne Blvd, Unit 1515, Aventura, FL 33160
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $502,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Goalfocus Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Teresa Chan, financial advisor Aventura FL
Teresa T. Chan
CRD#: 4707723
18117 Biscayne Blvd, Unit 1515, Aventura, FL 33160

Teresa Chan (CRD# 4707723) is an Investment Advisor Representative working at Goalfocus Financial, LLC in Aventura, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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