GOANNA CAPITAL MANAGEMENT LLC

515 N. Flagler Drive
Suite 350
West Palm Beach, Florida 33401
Tel: 551-800-2775

About GOANNA CAPITAL MANAGEMENT LLC

GOANNA CAPITAL MANAGEMENT LLC, formally registered with the SEC as GOANNA CAPITAL MANAGEMENT LLC. The firm was established in 04/11/2022. They have over 1 offices throughout the country.

GOANNA CAPITAL MANAGEMENT LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $370,399,146 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314952
SEC#	801-123677
Assets Managed by Firm	$370,399,146
No. of Clients	33
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	33	$370,399,146

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