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| Happy Holidays!! thanks for using AUM13F!! |
| Godfrey Financial Associates Inc
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|---|---|
| CRD # | 126189 |
| SEC # | 801-78531 |
| CIK # | |
| AUM | $159.6 M (2025-02-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 518-767-2574 |
| Address | 797 Route 9W Glenmont, NY 12077-3801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 70.3 |
| (b) Individuals (high net worth individuals) | 36 | 89.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 159.6 |
| By Discretionary | ||
| Discretionary | 618 | 159.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 618 | 159.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 157.5 | |
| Total | 618 | 159.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sippican Capital Advisors LLC
✚
|
MA | 0.2 |
|
Global Wealth Strategies LLC
✚
|
CA | 0.2 |
|
Blueprint Wealth Management Inc
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|
MD | 0.2 |
|
North Forty Two & Co
✚
|
OR | 0.2 |
|
Harbor Asset Planning Inc
✚
|
0.2 | |
|
Hoffman Capital Advisors LLC
✚
|
PA | 0.2 |
|
MRD Inc
✚
|
0.2 | |
|
Lewis Capital Management LLC
✚
|
CA | 0.2 |
|
Lifecourse Capital Inc
✚
|
AL | 0.2 |
|
ELM3 Financial Group LLC
✚
|
GA | 0.2 |