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GOOGINS ADVISORS, INC.

6417 University Avenue
Middleton, Wisconsin 53562
Tel: 608 514-1044

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About GOOGINS ADVISORS, INC.

GOOGINS ADVISORS, INC, formally registered with the SEC as GOOGINS ADVISORS, INC. The firm was established in 11/06/2007. They have over 1 offices throughout the country.

GOOGINS ADVISORS, INC. is a Middleton, Wisconsin based Financial Planning firm with nearly $429,066,062 assets under management, offering retirement planning & investment advisory services to 1659 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#13985
SEC#801-68432
Assets Managed by Firm$429,066,062
No. of Clients1659
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1659$429,066,062
Individuals (other than high net worth individuals)565$146,955,126
High net worth individuals208$282,110,936

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