Goal Quest Advisors, LLC
Goal Quest Advisors, LLC (CRD# 159361) is a financial advisory firm headquartered in Berwyn, PA. They manage $82,760,165 in 357 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$231,821
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Goal Quest Advisors, LLC
1
Lisa Broome (CRD# 2832737) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 26 years of experience in the finance industry.
2
Erik Evans (CRD# 5890364) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 15 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.