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GOI

MIAMI, FL · CRD 319494 · IAPD ↗ · 888-464-4742

$111.3MRegulatory AUM
2Advisory reps
3Employees
60Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — GOI (MIAMI, FL) is newly SEC-registered with $111.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.