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Godfrey Financial Associates, Inc.

● SEC registered since 2013CRD 126189SEC# 801-78531Glenmont, NY
Export (members)
Reg. AUM
$159.6M
Employees
3
Accounts
618
Location
Glenmont, NY

Godfrey Financial Associates, Inc. assets under management

Godfrey Financial Associates, Inc. is an investment advisory firm registered with the SEC based in Glenmont, NY. The firm has been registered since 2013. It reports $159.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/godfrey-financial-associates-inc.View on SEC.gov ↗

Godfrey Financial Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kathleen Louise Godfrey ControlPresident And Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Godfrey Financial Associates, Inc. manage?

Godfrey Financial Associates, Inc. reports $159.6 million in regulatory assets under management on its Form ADV.

How many employees does Godfrey Financial Associates, Inc. have?

Godfrey Financial Associates, Inc. reports 3 employees.

Where is Godfrey Financial Associates, Inc. located?

Godfrey Financial Associates, Inc. is based in Glenmont, NY and has been SEC-registered since 2013.

Does Godfrey Financial Associates, Inc. disclose fund performance?

Godfrey Financial Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address797 Route 9w, Glenmont, NY 12077-3801
Phone518-767-2574
Fax518-767-2529
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2097943
Discloses disciplinary historyNo

Assets under management

Discretionary$159.6M
Non-discretionary$0
Total (RAUM)$159.6M