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GODFREY FINANCIAL ASSOCIATES, INC.
CRD 126189 · SEC 801-78531
797 ROUTE 9W, GLENMONT, NY, 12077-3801, United States
Phone
518-767-2574
Fax
518-767-2529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.5M
Discretionary AUM
$182.5M
Team
3 total employees; 3 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $75.8M |
| High net worth individuals | 45 | $106.4M |
States served
LA, MA, NJ, NY, PA, TX, NH
All web addresses on file
- https://www.linkedin.com/company/godfrey-financial-associates-inc./
- HTTP://WWW.GODFREYFINANCIAL.COM
- https://www.linkedin.com/in/kathleengodfrey?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3Bh1uaXOFKTuGI1
- https://www.linkedin.com/in/ruth-johnson-crpc-665146102?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BM
- https://www.linkedin.com/in/tiffany-soricelli-00706026?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3B7o
Official SEC filing: View on IAPD