Go Invest LLC
● SEC registered since 2018CRD 291884SEC# 801-112971West Jordan, UT
Reg. AUM
$889M
Employees
1
Accounts
4,277
Location
West Jordan, UT
Go Invest LLC assets under management
Go Invest LLC is an SEC-registered investment adviser based in West Jordan, UT. The firm has been registered since 2018. It reports $889 million in regulatory assets under management and employs 1 people.
Go Invest LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Donald Beck Control | Ceo | Under 5% | 2020 |
| Paul M Mallory | Chief Compliance Officer | Under 5% | 2026 |
| Retirego Inc Control | Owner | Over 75% | 2022 |
Frequently asked questions
How much does Go Invest LLC manage?
Go Invest LLC reports $889 million in regulatory assets under management on its Form ADV.
How many employees does Go Invest LLC have?
Go Invest LLC reports 1 employees.
Where is Go Invest LLC located?
Go Invest LLC is based in West Jordan, UT and has been SEC-registered since 2018.
Does Go Invest LLC disclose fund performance?
Go Invest LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8427 Old Bingham Hwy, Suite a, West Jordan, UT 84088 |
| Phone | 801-614-4914 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$889M▲ 111%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$889Mregulatory AUM
Discretionary $889M