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THE GOFF FINANCIAL GROUP
MATTHEW GOFF INVESTMENT ADVISOR, LLC
CRD 114796 · SEC 801-62129
11 GREENWAY PLAZA, SUITE 1425, HOUSTON, TX, 77046, United States
Phone
713-850-8900
Fax
713-728-4884
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$674.4M
Discretionary AUM
$669.4M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $32.8M |
| High net worth individuals | 142 | $634.2M |
| Pension/profit sharing plans | 2 | $6.9M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD