J.C. GOODGAL, INC.
Firm details
- Headquarters
- ,
- CRD number
- 128318
- Website
- www.jcgoodgal.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.22%
- Individuals6.78%
- Pension & Profit Sharing Plans1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
J.C. Goodgal, Inc. is a small, corporate registered investment adviser that manages discretionary portfolios for both individual/family clients and institutional or business accounts. The firm charges clients on a percentage-of-assets-under-management basis and focuses its active portfolio work on direct portfolio management for individuals, small businesses, and larger business or institutional clients. Equity exposure is the primary allocation preference, and the firm also sponsors or serves as a general partner/managing member of pooled investment vehicles, indicating a hands-on role in structuring or running certain funds or partnerships. J.C. Goodgal, Inc. does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Other30%
- US Government Bonds17%
- Cash & Cash Equivalents5%
Contacts
2 of 2JAY GOODGAL
PresidentCRD 1396919
SUSAN LEE
ShareholderCRD 5315818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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