Taylor P. Sohns
Managing Member/Investment Advisor Representative/Chief Compliance OfficerLifegoal Investments, LLCCRD 5665289
About Taylor P. Sohns
Taylor P. Sohns is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Lifegoal Investments, LLC. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Lifegoal Investments, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Taylor P. Sohns work?
Taylor P. Sohns is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Lifegoal Investments, LLC on SEC Form ADV.
How much of Lifegoal Investments, LLC does Taylor P. Sohns own?
Form ADV reports a beneficial ownership band of 25-50%.
Lifegoal Investments, LLC
| Title | Managing Member/Investment Advisor Representative/Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |