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GOALEN FINANCIAL ADVISORS, LLC, CRD 289497
SALT LAKE CITY, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GOALEN, STEPHEN | INDIRECT OWNER | F | yes | 07/2017 | Jul 23, 2018 | Jan 18, 2019 |
| JACOBSEN CAPITAL MANAGEMENT | Owner | E | yes | 07/2017 | Sep 4, 2018 | Jan 18, 2019 |
| JACOBSEN, ERIC, MICHAEL | INDIRECT OWNER | F | yes | 07/2017 | Aug 8, 2017 | Jan 18, 2019 |
| JACOBSEN, ERIC, MICHAEL | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2017 | Aug 8, 2017 | Jan 18, 2019 |
| S.A.G LLC | Owner | B | yes | 07/2017 | Sep 4, 2018 | Jan 18, 2019 |
| GOALEN, STEPHEN | Member | B | no | 07/2017 | Jul 23, 2018 | Jan 18, 2019 |
| JACOBSEN, AMY | INDIRECT OWNER | F | no | 07/2017 | Aug 8, 2017 | Jan 18, 2019 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| JACOBSEN CAPITAL MANAGEMENT, LLC | n/a | Independent wealth | $563M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Jan 18, 2019 | $1.9M | $1.9M | 2 | 2 | 0 | n/a | n/a |
| 2017 | Jan 25, 2018 | $0 | $0 | 2 | 2 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $1.9M | $0 | n/a | n/a | n/a | 2 | 2 | 0 | 0 |