GOODWIN ASSET MANAGEMENT INC.

RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$535K
Accounts
43
Employees
1
Advisory reps
1

Firm details

Headquarters
HINSDALE, Illinois
CRD number
128456
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Goodwin Asset Management Inc. operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. Goodwin Asset Management emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. The firm is not classified as a multi-state adviser and does not actively engage in ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 20%, State & Local Bonds 10%, Cash & Cash Equivalents 10%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds20%
  • State & Local Bonds10%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • LEELA RAO

    PresidentCRD 4713420

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HINSDALE, IL

DU PAGE

Location

HINSDALE, IL

Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
950 N York Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth