Godfrey Financial Associates, Inc.
Godfrey Financial Associates, Inc. is an SEC-registered mass-market adviser in Glenmont, NY with $182.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Godfrey Financial Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126189, SEC 801-78531, data through 2026-03-21.
- AUM (assets under management / regulatory AUM)
- $182.5M (2026-03-21)
- Firm type
- Mass-Market Adviser
- Location
- Glenmont, NY
- Employees
- 3
- Clients
- 395
- CRD
- 126189
- Ownership
- GODFREY, KATHLEEN, LOUISE
How much AUM does Godfrey Financial Associates, Inc. have?
Godfrey Financial Associates, Inc. reported $182.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-21).
Who owns Godfrey Financial Associates, Inc.?
Disclosed owners and executives of Godfrey Financial Associates, Inc. include GODFREY, KATHLEEN, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.