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Goodman Financial Corporation

EST. AUM
$915,932,762

CONTACTS
5

CLIENT ACCOUNTS
913

Firm Details

Metro area Houston
CRD Number 114637
Website goodmanfinancial.com
Client types

Overview

Goodman Financial Corporation is an independent, fee-only investment advisor based in Houston, Texas, established in 1989. Serving individuals, trusts, businesses, and institutions, they emphasize a customized approach to portfolio management, focusing on client goals, tax efficiency, and ethical standards. With a strong retention rate, they prioritize personalized service and utilize an in-house team for stock and bond selection. The firm also has a philanthropic commitment, supporting charities and advising clients on philanthropic strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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