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ELWOOD & GOETZ
687 S Milledge Ave
Athens, Georgia 30605
Tel: 706-548-1025
About ELWOOD & GOETZ
ELWOOD & GOETZ, formally registered with the SEC as ELWOOD & GOETZ. The firm was established in 02/08/2017. They have over 4 offices throughout the country.
ELWOOD & GOETZ is a Athens, Georgia based Financial Planning firm with nearly $813,016,044 assets under management, offering retirement planning & investment advisory services to 2954 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154839 |
| SEC# | 801-109935 |
| Assets Managed by Firm | $813,016,044 |
| No. of Clients | 2954 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2954 | $813,016,044 |
| Individuals (other than high net worth individuals) | 335 | $152,018,869 |
| High net worth individuals | 265 | $660,330,396 |
| Charitable organizations | 3 | $666,779 |
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|---|---|---|---|
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