Godfrey Financial Associates, Inc.

Godfrey Financial Associates, Inc.

Glenmont, New York

3.0

2 Reviews

Godfrey Financial Associates, Inc., headquartered in Glenmont, NY, is a small investment advisory firm providing comprehensive financial services to individuals and businesses. With a team of four dedicated professionals, including two experienced investment advisors, they offer personalized solutions to meet their clients' financial goals. With an average of $51,630,000 in assets under management per investment advisor, Godfrey Financial Associates maintains an industry-average performance. Their compensation structure is based on various factors, including a percentage of assets under management, ensuring alignment with their c...see more

Assets Under Mgmt

$101.12M

Investment Professionals

2

Locations

0

% 401K & Individual

79%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Other Business Activities

  • Insurance broker or agent

Reviews for Godfrey Financial Associates, Inc.

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