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| Goodman Advisory Group LLC
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|---|---|
| CRD # | 285637 |
| SEC # | 801-108671 |
| CIK # | 0001864123 |
| AUM | 415.5 M (2026-03-12) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-559-0320 |
| Address | 160 Gould St Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Alphabet Inc | 11.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.1 | ||
| Apple Inc | 9.6 | ||
| Microsoft Corp | 8.5 | ||
| CBOE Holdings Inc | 8.5 | ||
| Royalty Pharma PLC | 8.0 | ||
| Amazon Com Inc | 7.2 | ||
| US Bancorp de | 6.4 | ||
| Broadcom Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 40.0 |
| (b) Individuals (high net worth individuals) | 212 | 327.1 |
| (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 | 3 | 1.2 |
| (h) Charitable organizations | 2 | 45.9 |
| (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 | 3 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 746 | 415.5 |
| By Discretionary | ||
| Discretionary | 746 | 415.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 746 | 415.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.5 | |
| Total | 746 | 415.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001864123] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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