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GOODMAN ADVISORY GROUP, LLC

Tel: (781) 559-0320
197 First Avenue
Suite 130
Needham, Massachusetts  02494

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GOODMAN ADVISORY GROUP, LLC

GOODMAN ADVISORY GROUP, LLC is a Needham, Massachusetts based financial advisory firm with nearly $297,106,694 in assets under management and provides investment advisory services for 776 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

285637

SEC#:

801-108671

No. of Clients:

776

Assets under Management

$297,106,694

No. of Advisors:

8

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