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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) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 12 (1 non-US) |
| Serves | Retail |
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|---|---|---|
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