GOODWIN ASSET MANAGEMENT INC.
Firm details
- Headquarters
- HINSDALE, Illinois
- CRD number
- 128456
- Website
- goodwinasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Goodwin Asset Management Inc. operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. Goodwin Asset Management emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. The firm is not classified as a multi-state adviser and does not actively engage in ESG investing.
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 Equities60%
- Public Funds/Mutual Funds20%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1LEELA RAO
PresidentCRD 4713420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HINSDALE, IL
DU PAGE
Location
HINSDALE, IL
Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 950 N York Rd
- Time zone
- CT (UTC-6)
- Office locations
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