Godfrey Financial Associates, Inc.
● SEC registered since 2013CRD 126189SEC# 801-78531Glenmont, NY
Reg. AUM
$182.5M
Employees
3
Accounts
702
Location
Glenmont, NY
Godfrey Financial Associates, Inc. assets under management
Godfrey Financial Associates, Inc. is an investment advisory firm registered with the SEC based in Glenmont, NY. The firm has been registered since 2013. It reports $182.5 million in regulatory assets under management and employs 3 people.
Godfrey Financial Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathleen Louise Godfrey Control | President And Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Godfrey Financial Associates, Inc. manage?
Godfrey Financial Associates, Inc. reports $182.5 million in regulatory assets under management on its Form ADV.
How many employees does Godfrey Financial Associates, Inc. have?
Godfrey Financial Associates, Inc. reports 3 employees.
Where is Godfrey Financial Associates, Inc. located?
Godfrey Financial Associates, Inc. is based in Glenmont, NY and has been SEC-registered since 2013.
Does Godfrey Financial Associates, Inc. disclose fund performance?
Godfrey Financial Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 797 Route 9w, Glenmont, NY 12077-3801 |
| Phone | 518-767-2574 |
| Fax | 518-767-2529 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2097943 |
| Discloses disciplinary history | No |
Regulatory AUM
$182.5M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$182.5Mregulatory AUM
Discretionary $182.5M