GOODWIN INVESTMENT ADVISORY

238 River Park N Dr.
Woodstock, Georgia 30188
Tel: 678-741-2370

About GOODWIN INVESTMENT ADVISORY

GOODWIN INVESTMENT ADVISORY, formally registered with the SEC as GOODWIN INVESTMENT ADVISORY. The firm was established in 01/16/2020. They have over 1 offices throughout the country.

GOODWIN INVESTMENT ADVISORY is a Woodstock, Georgia based Financial Planning firm with nearly $265,863,813 assets under management, offering retirement planning & investment advisory services to 1410 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131193
SEC#	801-117942
Assets Managed by Firm	$265,863,813
No. of Clients	1410
No. of Advisors	13

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1410	$265,863,813
Individuals (other than high net worth individuals)	275	$119,901,646
High net worth individuals	72	$143,240,076
Charitable organizations	Fewer than 5 clients	$2,531,998
Corporations or other businesses	Fewer than 5 clients	$190,093

More Retirement Planning firms in Woodstock, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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