Goodman Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 12, 2026, reports $415M in regulatory assets under management, 8 employees, and 746 accounts.
Assets Under Management
$415M
Employees
8
Offices
--
Total Clients
380
Primary office
NEEDHAM, MA
160 GOULD ST, SUITE 102, NEEDHAM, MA, United States
Top client segmentHNWI represent 55.8% of total clients.
Top client categories% of clientsClients
1
HNWI
55.8%
212
2
Individuals
42.1%
160
3
Pension Plans
0.8%
3
4
Corporations
0.8%
3
5
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$415Mas of March 12, 2026
Discretionary100.0%
$415M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$415M
Total Accounts746
10Y AUM Change+$305M (+275.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee48:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.