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GOODMAN ADVISORY GROUP, LLC
CRD 285637 · SEC 801-108671
160 GOULD ST, SUITE 102, NEEDHAM, MA, 02494, United States
Phone
(781) 559-0320
Fax
(781) 559-0321
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$415.5M
Discretionary AUM
$415.5M
Team
8 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $40.0M |
| High net worth individuals | 212 | $327.1M |
| Pension/profit sharing plans | 3 | $1.2M |
| Charitable organizations | 2 | $45.9M |
| Corporations/business entities | 3 | $1.3M |
States served
MA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD