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Charles Arthur Goodman

FINANCIAL PARTNERS, LLC·SANTA FE, New Mexico
Unclaimed Profile
613 OLD SANTA FE TRAIL, SANTA FE, NM 87505CRD# 1108687Firm CRD# 170002
01

About

Charles Arthur Goodman is a registered financial advisor based in SANTA FE, New Mexico, affiliated with FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL PARTNERS, LLC
FINANCIAL PARTNERS, LLC
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1108687
Firm CRD# 170002
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Arthur Goodman offer?
Charles Arthur Goodman specializes in Financial Planning, Investment Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Charles Arthur Goodman's credentials?
Charles Arthur Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Arthur Goodman located?
Charles Arthur Goodman is based in SANTA FE, New Mexico, working with FINANCIAL PARTNERS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Charles Arthur Goodman charge for services?
Charles Arthur Goodman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PARTNERS, LLC?
FINANCIAL PARTNERS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
ALBUQUERQUE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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