Goodstead
RIASEC Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$514K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308769
- Website
- www.goodstead.co
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.44%
- Individuals30.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goodstead operates as an independent registered investment advisor structured as a limited partnership. The firm primarily serves individual and family clients, providing financial planning services and portfolio management tailored to the needs of individuals and small businesses. Goodstead does not engage in capital allocation or act as a pension consultant, focusing instead on direct advisory activities. The firm has a fee structure based on a percentage of assets under management, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Robert Swigert
Co-FounderCRD 5846103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations