GODFREY FINANCIAL ASSOCIATES, INC.

797 Route 9w
Glenmont, New York 12077-3801
Tel: 518-767-2574

About GODFREY FINANCIAL ASSOCIATES, INC.

GODFREY FINANCIAL ASSOCIATES, INC, formally registered with the SEC as GODFREY FINANCIAL ASSOCIATES, INC. The firm was established in 09/20/2013. They have over 1 offices throughout the country.

GODFREY FINANCIAL ASSOCIATES, INC. is a Glenmont, New York based Financial Planning firm with nearly $159,568,214 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126189
SEC#	801-78531
Assets Managed by Firm	$159,568,214
No. of Clients	618
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	618	$159,568,214
Individuals (other than high net worth individuals)	173	$70,264,583
High net worth individuals	36	$89,086,443
Charitable organizations	Fewer than 5 clients	$217,188

More Retirement Planning firms in Glenmont, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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