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Home > Retirement Planners > new york > glenmont > GODFREY FINANCIAL ASSOCIATES, INC.
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 |
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