Goodman Advisory Group, LLC
Goodman Advisory Group, LLC is an SEC-registered wealth manager in Needham, MA with $415.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Goodman Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285637, SEC 801-108671, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $415.5M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Needham, MA
- Employees
- 8
- Clients
- 380
- CRD
- 285637
- Ownership
- GOODMAN, DEBORAH, NICOLE; ROFINO, JOSEPH, PAUL; GOODMAN, DEBORAH, N; GOODMAN, STEVEN, MARTIN
How much AUM does Goodman Advisory Group, LLC have?
Goodman Advisory Group, LLC reported $415.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Goodman Advisory Group, LLC?
Disclosed owners and executives of Goodman Advisory Group, LLC include GOODMAN, DEBORAH, NICOLE, ROFINO, JOSEPH, PAUL, GOODMAN, DEBORAH, N, GOODMAN, STEVEN, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.