Goodman Advisory Group, LLC
Goodman Advisory Group, LLC (CRD# 285637) is a financial advisory firm headquartered in Needham, MA. They manage $297,106,694 in 776 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management297MILLION
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Total Number of Accounts776ACCOUNTS
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Average Account Value$382,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MA, NH, TX
David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 18 years of experience in the finance industry.
Deborah Goodman (CRD# 5331474) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 16 years of experience in the finance industry.
Steven Goodman (CRD# 1826850) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 35 years of experience in the finance industry.
Joseph Rofino (CRD# 6057255) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 11 years of experience in the finance industry.
Brad Barthelemy (CRD# 7073363) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has 1 year of experience in the finance industry.
Rosalie Cryan (CRD# 6975772) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 3 years of experience in the finance industry.