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GOODMAN FINANCIAL CORPORATION
CRD 114637 · SEC 801-61260
5177 RICHMOND AVENUE, SUITE 700, HOUSTON, TX, 77056, United States
Phone
713-599-1777
Fax
713-599-1811
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$915.9M
Discretionary AUM
$912.5M
Team
26 total employees; 16 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $37.3M |
| High net worth individuals | 207 | $820.6M |
| Charitable organizations | 13 | $57.5M |
| Corporations/business entities | 1 | $427K |
States served
CO, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD