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FINANCIAL PLANNING PARTNERS
GODFREY INVESTMENTS, INC.
CRD 131832 · SEC 801-63212
13401 MISSION RD, SUITE 203A, LEAWOOD, KS, 66209, United States
Phone
913-912-1185
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.4M
Discretionary AUM
$54.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-06
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $12.5M |
| High net worth individuals | 23 | $41.9M |
Official SEC filing: View on IAPD