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| Happy Holidays!! thanks for using AUM13F!! |
| 191 Godwin Associates Inc D/B/A Godwin Capital Management
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| CRD # | 124288 |
| SEC # | 801-126375 |
| CIK # | |
| AUM | $155.9 M (2025-02-11) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 201-560-1993 |
| Address | 191 Godwin Avenue Wyckoff, NJ 07481-2052 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 41.6 |
| (b) Individuals (high net worth individuals) | 18 | 83.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 3.8 |
| (h) Charitable organizations | 1 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 19.0 |
| (n) Other | 3 | 1.3 |
| Total | 312 | 155.9 |
| By Discretionary | ||
| Discretionary | 312 | 155.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 312 | 155.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.9 | |
| Total | 312 | 155.9 |
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|---|---|---|
|
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CO | 0.2 |
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0.2 | |
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Risley Capital Management LLC
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Cassady Wealth & Retirement Planning LLC
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NV | 0.2 |
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Vigil Wealth Management LLC
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FL | 0.2 |
|
The Archer Consulting Group LLC
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LA | 0.2 |
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KOBO Wealth Conservancy LLC
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HI | 0.2 |
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Spurstone Advisory Services LLC
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CT | 0.2 |