0001839307-23-000003.txt : 20230710 0001839307-23-000003.hdr.sgml : 20230710 20230710102147 ACCESSION NUMBER: 0001839307-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230710 DATE AS OF CHANGE: 20230710 EFFECTIVENESS DATE: 20230710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoalVest Advisory LLC CENTRAL INDEX KEY: 0001839307 IRS NUMBER: 811845290 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20482 FILM NUMBER: 231078568 BUSINESS ADDRESS: STREET 1: 4 WORLD TRADE CENTER STREET 2: SUITE 2908 CITY: NEW YORK STATE: NY ZIP: 10007 BUSINESS PHONE: 9172156141 MAIL ADDRESS: STREET 1: 4 WORLD TRADE CENTER STREET 2: SUITE 2908 CITY: NEW YORK STATE: NY ZIP: 10007 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001839307 XXXXXXXX 06-30-2023 06-30-2023 GoalVest Advisory LLC

4 WORLD TRADE CENTER SUITE 2908 NEW YORK NY 10007

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