Nathan
Beck

Go Invest LLC

CRD#6894329
Investment Advisor
in West Jordan, UT

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About this Advisor

Nathan Beck is a financial advisor based in West Jordan, Utah, working with Go Invest LLC. Nathan has previously held positions at Go Invest LLC, 401Go, and Verodynamic LLC. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Nathan is part of Go Invest LLC, which operates out of West Jordan, Utah. The firm has one employee and manages assets totaling $148.6 million. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Go Invest LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

8427 S. Old Bingham Hwy Suite A
West Jordan, UT 84088

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Go Invest LLC Brokerage Details

Total Assets Under Management

$148,577,176

UT Average: $693,624,108
Total Number of Employees

1

UT Average: 12
Total Number of Accounts

9,306

UT Average: 1,115
Average Account Size

$15,966

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Beck Work History

2018 - Present (6 years)

Go Invest LLC

2017 - Present (7 years)

401Go

2014 - 2021 (7 years)

Verodynamic LLC

Disclosures

Please visit the SEC profile of Nathan Beck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Go Invest LLC

Nathan Beck
West Jordan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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