Goal Line Wealth Management, Inc.

Goal Line Wealth Management, Inc. (CRD# 305986) is a financial advisory firm headquartered in Solana Beach, CA. They manage $66,239,513 in 191 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 N Acacia Avenue, Suite 103, Solana Beach, CA 92075
http://goallinewealth.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $346,804
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Goal Line Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Curt Di Giacomo, financial advisor Solana Beach CA
Curt J. Di Giacomo
CRD#: 4532439
Solana Beach, CA

Curt Di Giacomo (CRD# 4532439) is an Investment Advisor Representative working at Goal Line Wealth Management, Inc. in Solana Beach, CA and has over 21 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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