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GODFREY FINANCIAL ASSOCIATES, INC.

UUID6eca0274-5cd9-562a-8a12-a0ef9a77079a
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 126189 126189 1.0
sec_file_number 801-78531 801-78531

Profile

Websitehttps://www.linkedin.com/company/godfrey-financial-associates-inc./
HQ CityGLENMONT
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)159,568,214.0
  • RAUM (discretionary)159,568,214.0
  • Actionable assets89,303,631.0
  • Accounts618.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM217,188.0
  • HNW AUM89,086,443.0

As of 2025-02-17 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.