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Goodman Advisory Group, LLC

● SEC registered since 2016CRD 285637SEC# 801-108671Needham, MA
Export (members)
Reg. AUM
$370.4M
Employees
8
Accounts
817
Location
Needham, MA

Goodman Advisory Group, LLC assets under management

Goodman Advisory Group, LLC is an investment advisory firm registered with the SEC based in Needham, MA. The firm has been registered since 2016. It reports $370.4 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/goodman-advisory-group-llcView on SEC.gov ↗

Goodman Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Deborah Nicole Goodman ControlManaging Member, President And Chief Compliance Officer50-75%2016
Joseph Paul Rofino ControlPrincipal, Portfolio Manager25-50%2020

Frequently asked questions

How much does Goodman Advisory Group, LLC manage?

Goodman Advisory Group, LLC reports $370.4 million in regulatory assets under management on its Form ADV.

How many employees does Goodman Advisory Group, LLC have?

Goodman Advisory Group, LLC reports 8 employees.

Where is Goodman Advisory Group, LLC located?

Goodman Advisory Group, LLC is based in Needham, MA and has been SEC-registered since 2016.

Does Goodman Advisory Group, LLC disclose fund performance?

Goodman Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address160 Gould St, Suite 102, Needham, MA 02494
Phone(781) 559-0320
Fax(781) 559-0321
Office hours5-Sep
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$370.4M
Non-discretionary$0
Total (RAUM)$370.4M