The Goodland Group
Firm details
- Headquarters
- ,
- CRD number
- 306567
- Website
- www.natalieanntaylor.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.19%
- Individuals7.81%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Goodland Group is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Its compensation model includes asset-based fees as well as hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor.
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 Equities66%
- Cash & Cash Equivalents20%
- US Government Bonds14%
Contacts
3 of 4
Natalie Taylor
Founder & Financial PlannerCRD 4870668
Miranda Bergemann
Financial Planning AssociateCRD 7072077
Elissa Nelson
ParaplannerCRD 7773642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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