|
⚲
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| Godfrey Financial Associates Inc
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|
|
|---|---|
| CRD # | 126189 |
| SEC # | 801-78531 |
| CIK # | 0002097943 |
| AUM | $182.5 M (2026-03-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 518-767-2574 |
| Address | 797 Route 9W Glenmont, NY 12077-3801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.8 | ||
| Microsoft Corp | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Amazon Com Inc | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| Arista Networks Inc | 0.9 | ||
| Apple Inc | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| Visa Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 75.8 |
| (b) Individuals (high net worth individuals) | 45 | 106.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 182.5 |
| By Discretionary | ||
| Discretionary | 702 | 182.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 182.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 181.8 | |
| Total | 702 | 182.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097943] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TIDE Cove Capital Partners LLC
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Hoffmann Hermanson LLC
✚
|
CO | 0.2 |
|
Walton Financial
✚
|
AL | 0.2 |
|
Anchored Financial Planning LLC
✚
|
NJ | 0.2 |
|
OFC Financial Planning LLC
✚
|
0.2 | |
|
White WING Wealth Management LLC
✚
|
TX | 0.2 |
|
Invariant Investment Management LLC
✚
|
PA | 0.2 |
|
SAFS LLC
✚
|
PA | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |