GODSEY & GIBB WEALTH MANAGEMENT

6806 Paragon Pl, Ste 230
Richmond, Virginia 23230
Tel: 804-285-7333

About GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB WEALTH MANAGEMENT, formally registered with the SEC as GODSEY & GIBB WEALTH MANAGEMENT. The firm was established in 03/05/1985. They have over 2 offices throughout the country.

GODSEY & GIBB WEALTH MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $1,253,775,111 assets under management, offering retirement planning & investment advisory services to 1757 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105650
SEC#	801-23685
Assets Managed by Firm	$1,253,775,111
No. of Clients	1757
No. of Advisors	25

Fee Structure

A percentage of AUM
Other (FINANCIAL PLANNING FEES, TAX PREPARATION FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1757	$1,253,775,111
Individuals (other than high net worth individuals)	273	$119,198,128
High net worth individuals	441	$985,601,516
Pension and profit sharing plans	37	$27,919,508
Charitable organizations	9	$19,367,687
Corporations or other businesses	14	$63,690,919

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