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GOODWIN ASSET MANAGEMENT INC.
CRD 128456
950 N YORK RD, 108, HINSDALE, IL, 60521, United States
Phone
630-468-2920
Fax
630-481-4985
Registration
— (—)
Source
State registered
Total AUM
$23.0M
Discretionary AUM
$23.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $23.0M |
All web addresses on file
Official SEC filing: View on IAPD