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. is an independent, privately owned wealth manager that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers work. Its fee model combines a percentage-of-assets-under-management with hourly charges. Goodwin is not positioned as an ESG-focused manager.
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 1
Leela 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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