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Building 2H.B. GOFMAN ASSOCIATES INC

Map pinSARASOTA, FL
Phone941-955-8100
NotebookSEC #801-44986
Total AUM
$107.7M
Employees
1
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2055 WOOD STREET, SUITE 200
SARASOTA
FL 34237
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
941-955-8100

ReceiptFinancials

Total AUM
$107.7M
Accounts
23
Discretionary
$102.7M
Accounts
22
Non-Discretionary
$5M
Accounts
1

ContactClients

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HNW Individual Clients
21
AUM
$106.4M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJ

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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