Goalen Financial Advisors LLC
Legal Name: GOALEN FINANCIAL ADVISORS, LLC
Full Contact Details
Goalen Financial Advisors LLC
101 S. 200 EAST, SUITE 524, SALT LAKE CITY, UT
801-746-7171
385.313.8631
Other Info
Goalen Financial Advisors LLC is a legally registered and SEC-approved UT Limited Liability Company that has been operating since September 2017. With two employees, both in advisory roles, this firm's number of clients served is currently unknown.
Direct Owners
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ERIC MICHAEL JACOBSEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JACOBSEN CAPITAL MANAGEMENT
OWNER owns 75% or more
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S.A.G LLC
OWNER owns more than 10% but less than 25%
-
STEPHEN GOALEN
MEMBER owns more than 10% but less than 25%
Indirect Owners
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AMY JACOBSEN
INDIRECT OWNER
-
ERIC MICHAEL JACOBSEN
INDIRECT OWNER
-
STEPHEN GOALEN
INDIRECT OWNER