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GOODWIN INVESTMENT ADVISORY
GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193 · SEC 801-117942
238 RIVER PARK N DR., WOODSTOCK, GA, 30188, United States
Phone
678-741-2370
Fax
678-825-3775
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.0M
Discretionary AUM
$391.3M
Team
13 total employees; 6 advisory reps; 35 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 279 | $140.3M |
| High net worth individuals | 118 | $249.5M |
| Pension/profit sharing plans | 5 | $5.7M |
States served
AL, CA, GA, SC, TN, VA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/goodwin-investment-advisory/
- HTTP://WWW.GOODWININVESTMENT.COM
- https://www.yelp.com/biz/goodwin-investment-advisory-woodstock
- https://www.facebook.com/GoodwinInvestment
- https://www.instagram.com/goodwininvestmentadvisory_
- https://www.youtube.com/@goodwininvestmentadvisory7224
- https://www.google.com/maps/ place/Goodwin+Investment+Ad visory/@34.1392354,-84.512943 ,17z/data=!3m1!4b1!4m6!3m5!1 s0x88f56c523
Official SEC filing: View on IAPD