GOODMAN ADVISORY GROUP, LLC - Financial Advisor in Massachusetts, Needham

Tel: (781) 559-0320 197 First Avenue Suite 130 Needham, Massachusetts 02494

About GOODMAN ADVISORY GROUP, LLC

GOODMAN ADVISORY GROUP, LLC is a Needham, Massachusetts based financial advisory firm with nearly $297,106,694 in assets under management and provides investment advisory services for 776 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

285637

Firm SEC#:

801-108671

Assets Under Management:

$297,106,694

No. of Clients:

776

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BEAUMONT FINANCIAL PARTNERS

322925

801-126715

3968

$2,960,441,587

PINNACLE PENSION CONSULTANTS LLC

133442

801-68286

$1,519,390,565

ARMSTRONG ADVISORY GROUP INC.

318662

801-123659

3841

$1,437,702,524

CENTERPOINT ADVISORS, LLC

156698

801-72619

990

$605,026,533

FSA WEALTH MANAGEMENT, LLC

288525

801-110991

916

$459,346,139

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309792

801-128205

$275,299,829

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681

$176,247,615

THE SHER WEALTH MANAGEMENT GROUP

172369

801-131993

140

$129,647,339

BREAKWATER FINANCIAL, LLC

282401

801-131321

$109,789,362

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