Go Invest LLC is an internet adviser based in West Jordan. It manages $396.43 thousand of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Utah.
Go Invest provides portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Go Invest LLC is $396.43 thousand. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Go Invest LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Go Invest is pension and profit sharing plans with 8 clients and $396.43 thousand of assets under management. Among the 5 most similar advisory firms, Go Invest has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $396.43 thousand for 8 clients. None of the firm’s clients are foreign persons or businesses.
Go Invest doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nathan Donald Beck joined the executive team most recently as the Chief Information Officer/Member.
The principal office where Go Invest LLC performs its advisory services is located at 8427 S. Old Bingham Hwy, West Jordan, UT 84088, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 385-444-4211. The normal business hours are by appointment on Other. You can find more information about the New York firm at goinvest.us/.