RIA Intel›Advisers›Massachusetts›GOODMAN ADVISORY GROUP, LLC

GOODMAN ADVISORY GROUP, LLC

Advisory

N·NEEDHAM, MA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$415M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.1%
Employees
6
Assets Under Management
Total AUM$415M
Discretionary AUM$415M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients438
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingNov 9, 2016
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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