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Kathleen Louise Godfrey

GODFREY FINANCIAL ASSOCIATES, INC.·GLENMONT, New York
Clean recordGODFREY FINANCIAL ASSOCIATES, INC.
797 ROUTE 9W, GLENMONT, NY 12077-3801CRD# 2672217Firm CRD# 126189

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Louise Godfrey · GLENMONT, NY
Registration
CRD #2672217 · GODFREY FINANCIAL ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathleen Louise Godfrey is a registered financial advisor based in GLENMONT, New York, affiliated with GODFREY FINANCIAL ASSOCIATES, INC.. 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
Introduction

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03

Firm Overview

Firm
GODFREY FINANCIAL ASSOCIATES, INC.
GODFREY FINANCIAL ASSOCIATES, INC.
AUM
$137M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GODFREY FINANCIAL ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2672217
Firm CRD# 126189
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Louise Godfrey offer?
Kathleen Louise Godfrey specializes in Financial Planning, Investment Management. Contact their office in GLENMONT, New York for a consultation.
What are Kathleen Louise Godfrey's credentials?
Kathleen Louise Godfrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Louise Godfrey located?
Kathleen Louise Godfrey is based in GLENMONT, New York, working with GODFREY FINANCIAL ASSOCIATES, INC.. Their office serves clients in the GLENMONT metropolitan area and surrounding communities.
How does Kathleen Louise Godfrey charge for services?
Kathleen Louise Godfrey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GODFREY FINANCIAL ASSOCIATES, INC.?
GODFREY FINANCIAL ASSOCIATES, INC. has approximately 4 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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