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
2252 W. Presidents Drive, Suite F, West Valley City, UT 84120
http://www.goalencapital.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, UT

Financial Advisors at Goalen Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Goalen, financial advisor Bountiful UT
Stephen Goalen
CRD#: 5183532
380 N 200 W, 201, Bountiful, UT 84010

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.

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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