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GOODMAN FINANCIAL CORPORATION
5177 Richmond Avenue
Suite 700
Houston, Texas 77056
Tel: 713-599-1777
About GOODMAN FINANCIAL CORPORATION
GOODMAN FINANCIAL CORPORATION, formally registered with the SEC as GOODMAN FINANCIAL CORPORATION. The firm was established in 06/21/2002. They have over 1 offices throughout the country.
GOODMAN FINANCIAL CORPORATION is a Houston, Texas based Financial Planning firm with nearly $697,802,152 assets under management, offering retirement planning & investment advisory services to 780 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114637 |
| SEC# | 801-61260 |
| Assets Managed by Firm | $697,802,152 |
| No. of Clients | 780 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 780 | $697,802,152 |
| Individuals (other than high net worth individuals) | 56 | $23,310,577 |
| High net worth individuals | 184 | $622,080,452 |
| Pension and profit sharing plans | 1 | $1,874,806 |
| Charitable organizations | 11 | $50,536,317 |
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