RIA Intel›Advisers›Massachusetts›GOODMAN ASSET MANAGEMENT, INC.

GOODMAN ASSET MANAGEMENT, INC.

Advisory

MA

Data as of Dec 4, 2025 · Source: SEC Form ADV

Rank in MA

#1,252

of 1,590 advisers by AUM

Average account

$1M

across 23 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 4, 2025.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$0

Non-Discretionary AUM$34M

Discretionary %0%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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