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Building 2GODFREY FINANCIAL ASSOCIATES, INC.

Map pinGLENMONT, NY
Phone518-767-2574
NotebookSEC #801-78531
Total AUM
$182.5M
Employees
3
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
797 ROUTE 9W
GLENMONT
NY 12077-3801
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
518-767-2574

ReceiptFinancials

Total AUM
$182.5M
Accounts
702
Discretionary
$182.5M
Accounts
702
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
350
AUM
$75.8M
HNW Individual Clients
45
AUM
$106.4M
Charitable Organization Clients
1
AUM
$237.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMANHNJNYPATX

HandshakeAffiliates

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

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