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| 191 Godwin Associates Inc D/B/A Godwin Capital Management
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| |
|---|---|
| CRD # | 124288 |
| SEC # | 801-126375 |
| CIK # | |
| AUM | $146.0 MM (2024-01-26) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 201-560-1993 |
| Address | 191 Godwin Avenue Wyckoff, NJ 07481-2052 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 45.0 |
| (b) Individuals (high net worth individuals) | 16 | 71.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 2.0 |
| (h) Charitable organizations | 1 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 21.1 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 146.0 |
| By Discretionary | ||
| Discretionary | 216 | 146.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 216 | 146.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.0 | |
| Total | 216 | 146.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Donato Wealth Management PLLC
✚
|
TX | 0.1 |
|
Cobblestone Asset Management LLC
✚
|
VA | 0.1 |
|
Brixton Capital Wealth Advisors LLC
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|
NY | 0.1 |
|
ECIO Inc
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|
WI | 0.1 |
|
M E Allison & Co Inc
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TX | 0.1 |
|
Clarity Wealth Management LLC
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|
AZ | 0.1 |
|
Naples Money Management LLC
✚
|
FL | 0.1 |
|
Coordinated Capital Securities Inc
✚
|
WI | 0.1 |
|
Outfitter Financial LLC
✚
|
ME | 0.1 |
|
Millennial Wealth LLC
✚
|
WA | 0.1 |