Goodman Advisory is an investment advisor in Needham with $317.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270498339
SEC advisor number
801-108671
FINRA CRD number
285637
AUM ?
$297.11 mm
(as of 8 Nov 24)
Accounts
776
(as of 8 Nov 24)
Employees
8
(6 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22