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Building 2THE GOFF FINANCIAL GROUP

Map pinHOUSTON, TX
Phone713-850-8900
NotebookSEC #801-62129
Total AUM
$674.4M
Employees
4
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 GREENWAY PLAZA
SUITE 1425
HOUSTON
TX 77046
United States
Operating Hours
8:00 AM - 5:30 PM M-TH, 8:00 AM - 3:00 PM FRI
Monday - Friday
Phone
713-850-8900
Other Offices
4

ReceiptFinancials

Total AUM
$674.4M
Accounts
646
Discretionary
$669.4M
Accounts
644
Non-Discretionary
$5M
Accounts
2

ContactClients

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Individual Clients
81
AUM
$32.8M
HNW Individual Clients
142
AUM
$634.2M
Pension/Profit Sharing Plan Clients
2
AUM
$6.9M
Other Clients
1
AUM
$439.5K
Description of Other Clients
DONOR ADVISED

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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