GO INVEST LLC

8427 S. Old Bingham Hwy
Suite A
West Jordan, Utah 84088
Tel: 801-666-4373

About GO INVEST LLC

GO INVEST LLC, formally registered with the SEC as GO INVEST LLC. The firm was established in 04/27/2018. They have over 1 offices throughout the country.

GO INVEST LLC is a West Jordan, Utah based Financial Planning firm with nearly $148,577,176 assets under management, offering retirement planning & investment advisory services to 9306 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291884
SEC#	801-112971
Assets Managed by Firm	$148,577,176
No. of Clients	9306
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	9306	$148,577,176
Individuals (other than high net worth individuals)	9306	$148,577,176

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