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Building 2GOODWIN INVESTMENT ADVISORY

Map pinWOODSTOCK, GA
Phone678-741-2370
NotebookSEC #801-117942
Total AUM
$397M
Employees
13
Clients
403

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
238 RIVER PARK N DR.
WOODSTOCK
GA 30188
United States
Operating Hours
9 - 5 BY APPOINTMENT
Monday - Friday
Phone
678-741-2370

ReceiptFinancials

Total AUM
$397M
Accounts
403
Discretionary
$391.3M
Accounts
398
Non-Discretionary
$5.7M
Accounts
5

ContactClients

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Individual Clients
279
AUM
$140.3M
HNW Individual Clients
118
AUM
$249.5M
Pension/Profit Sharing Plan Clients
5
AUM
$5.7M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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