Goodman Advisory Group, LLC
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 285637
- Registered since
- November 18, 2016
- Website
- www.goodmanadvisorygroup.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.74%
- Charitable Organizations11.04%
- Individuals9.63%
- Corporations / Businesses0.31%
- Pension & Profit Sharing Plans0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Goodman Advisory Group, LLC is an independent, individual-owned registered investment advisor that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, customized portfolio management for individuals and small businesses, portfolio management for institutions, and client-facing educational seminars and workshops. Fees are charged through a mix of asset-based percentages, hourly billing, and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities40%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$348M in ETFs
76%
$264M
6%
$83.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB) | State Street | Passive | Convertibles | $53.3M | 526,504 | 15.33% |
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 160 Gould St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Darrow Wealth Management
RIANeedham, MA
Commons Capital, LLC
RIANeedham, MA
Centerpoint Advisors, LLC
RIANeedham, MA
Worldly Partners Management, LLC
RIANeedham, MA
Traub Capital Management
RIANeedham, MA
Forness Financial LLC
RIANeedham, MA