Goodman Advisory Group, LLC
● SEC registered since 2016CRD 285637SEC# 801-108671Needham, MA
Reg. AUM
$415.5M
Employees
8
Accounts
746
Location
Needham, MA
Goodman Advisory Group, LLC assets under management
Goodman Advisory Group, LLC is an investment advisory firm registered with the SEC based in Needham, MA. The firm has been registered since 2016. It reports $415.5 million in regulatory assets under management and employs 8 people.
Goodman Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Nicole Goodman Control | Managing Member, President And Chief Compliance Officer | 50-75% | 2016 |
| Joseph Paul Rofino Control | Principal, Portfolio Manager | 25-50% | 2020 |
Frequently asked questions
How much does Goodman Advisory Group, LLC manage?
Goodman Advisory Group, LLC reports $415.5 million in regulatory assets under management on its Form ADV.
How many employees does Goodman Advisory Group, LLC have?
Goodman Advisory Group, LLC reports 8 employees.
Where is Goodman Advisory Group, LLC located?
Goodman Advisory Group, LLC is based in Needham, MA and has been SEC-registered since 2016.
Does Goodman Advisory Group, LLC disclose fund performance?
Goodman Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 160 Gould St, Suite 102, Needham, MA 02494 |
| Phone | (781) 559-0320 |
| Fax | (781) 559-0321 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$415.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$415.5Mregulatory AUM
Discretionary $415.5M