Goalen Capital Advisors, LLC
Goalen Capital Advisors, LLC (CRD# 312298) is a financial advisory firm headquartered in West Valley City, UT. They manage $40,347,360 in 236 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
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Total Number of Accounts236ACCOUNTS
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Average Account Value$170,963
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, UT
Financial Advisors at Goalen Capital Advisors, LLC
1
Stephen Goalen (CRD# 5183532) is an Investment Advisor Representative working at Goalen Capital Advisors, LLC in Bountiful, UT and has over 15 years of experience in the finance industry.
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