GOODFINCH MANAGEMENT, LLC

350 California Street
Suite 1920
San Francisco, California 94104
Tel: 916-262-8199

About GOODFINCH MANAGEMENT, LLC

GOODFINCH MANAGEMENT, LLC, formally registered with the SEC as GOODFINCH MANAGEMENT, LLC. The firm was established in 07/26/2021. They have over 1 offices throughout the country.

GOODFINCH MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $523,264,010 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309789
SEC#	801-121853
Assets Managed by Firm	$523,264,010
No. of Clients	9
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$523,264,010

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