Goodman Advisory Group, LLC

RIASEC RegisteredEst. 2016
Total AUM
$415M
Discretionary
$415M
100% of AUM
Avg account
$557K
Accounts
746
Employees
8
Advisory reps
6

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

FINTRX

Overview

Goodman Advisory Group, LLC is an independent SEC-registered RIA formed in 2016 and organized as a limited liability company under individual ownership. The firm advises both individual and family clients as well as institutional accounts. Its services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions; the firm also runs educational seminars and workshops. Billing is flexible, with percentage-of-AUM fees supplemented by hourly and fixed-fee arrangements. Goodman does not identify as an active ESG investor and reports an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 40%, State & Local Bonds 2%, Cash & Cash Equivalents 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities40%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Contacts

3 of 6
  • Brad Barthelemy

    Brad Barthelemy

    Wealth AdvisorCRD 7073363

  • Deborah Goodman

    Deborah Goodman

    PresidentCRD 5331474

  • Joseph Rofino

    Joseph Rofino

    Portfolio ManagerCRD 6057255

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$383M in ETFs

Passive

71%

$270M

Active

12%

$112M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB)State StreetPassiveConvertibles$56.7M526,03014.83%
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Location

Primary office

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

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