191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

191 Godwin Avenue
Ste 5
Wyckoff, New Jersey 07481-2052
Tel: 201-560-1993

About 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT, formally registered with the SEC as 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT. The firm was established in 08/15/2022. They have over 1 offices throughout the country.

191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT is a Wyckoff, New Jersey based Financial Planning firm with nearly $155,902,242 assets under management, offering retirement planning & investment advisory services to 312 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124288
SEC#	801-126375
Assets Managed by Firm	$155,902,242
No. of Clients	312
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	312	$155,902,242
Individuals (other than high net worth individuals)	157	$41,570,695
High net worth individuals	18	$83,331,547
Pension and profit sharing plans	16	$3,764,365
Charitable organizations	1	$6,946,184
Corporations or other businesses	22	$18,950,589

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