GOODMAN ADVISORY GROUP, LLC

197 First Avenue
Suite 130
Needham, Massachusetts 02494
Tel: (781) 559-0320

About GOODMAN ADVISORY GROUP, LLC

GOODMAN ADVISORY GROUP, LLC, formally registered with the SEC as GOODMAN ADVISORY GROUP, LLC. The firm was established in 11/18/2016. They have over 1 offices throughout the country.

GOODMAN ADVISORY GROUP, LLC is a Needham, Massachusetts based Financial Planning firm with nearly $297,106,694 assets under management, offering retirement planning & investment advisory services to 776 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285637
SEC#	801-108671
Assets Managed by Firm	$297,106,694
No. of Clients	776
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	776	$297,106,694
Individuals (other than high net worth individuals)	231	$48,911,260
High net worth individuals	189	$220,036,731
Pension and profit sharing plans	2	$679,256
Charitable organizations	1	$26,452,655
Corporations or other businesses	4	$1,026,792

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