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Building 2GOODMAN FINANCIAL CORPORATION

Map pinHOUSTON, TX
Phone713-599-1777
NotebookSEC #801-61260
Total AUM
$915.9M
Employees
26
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5177 RICHMOND AVENUE
SUITE 700
HOUSTON
TX 77056
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
713-599-1777

ReceiptFinancials

Total AUM
$915.9M
Accounts
913
Discretionary
$912.5M
Accounts
909
Non-Discretionary
$3.4M
Accounts
4

ContactClients

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Individual Clients
67
AUM
$37.3M
HNW Individual Clients
207
AUM
$820.6M
Charitable Organization Clients
13
AUM
$57.5M
Corporation or Business Clients
1
AUM
$426.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLATX

HandshakeAffiliates

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

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