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GOODMAN ADVISORY GROUP, LLC
GOODMAN ADVISORY GROUP, LLC
NEEDHAM, Massachusetts
·
3 registered advisors
·
CRD# 285637
SEC# 801-108671
0
(781) 559-0320
01
Firm Overview
AUM
$297M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GOODMAN ADVISORY GROUP, LLC
3 registered advisors
Deborah Nicole Goodman
NEEDHAM, Massachusetts
CRD# 5331474
Joseph Paul Rofino
NEEDHAM, Massachusetts
CRD# 6057255
Steven Martin Goodman
NEEDHAM, Massachusetts
CRD# 1826850
05
Office Locations
NEEDHAM, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. GOODMAN ADVISORY GROUP, LLC (CRD# 285637) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.