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| Happy Holidays!! thanks for using AUM13F!! |
| Goodman Advisory Group LLC
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| CRD # | 285637 |
| SEC # | 801-108671 |
| CIK # | 0001864123 |
| AUM | $370.4 M (2025-05-05) |
| Employees | 8 (50% Investors, 38% Brokers) |
| Phone | 781-559-0320 |
| Address | 160 Gould St Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.7 | ||
| Nvidia Corp | 11.0 | ||
| Apple Inc | 7.3 | ||
| Amazon Com Inc | 7.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.1 | ||
| Alphabet Inc | 7.1 | ||
| US Bancorp de | 6.7 | ||
| Veeva Systems Inc | 6.4 | ||
| Tyler Technologies Inc | 6.4 | ||
| Facebook Inc | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 47.8 |
| (b) Individuals (high net worth individuals) | 211 | 284.9 |
| (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 | 2 | 0.9 |
| (h) Charitable organizations | 1 | 35.7 |
| (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 | 4 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 370.4 |
| By Discretionary | ||
| Discretionary | 817 | 370.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 817 | 370.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.4 | |
| Total | 817 | 370.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001864123] |
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|---|---|---|
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Yeomans Consulting Group Inc
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GA | 0.4 |
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Harlow Wealth Management Inc
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WA | 0.4 |
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Axiom Financial Strategies Group LLC
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IN | 0.4 |
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Dickmeyer Boyce Financial Management Inc
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IN | 0.4 |
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Webb Advisors Incorporated
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MN | 0.4 |
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Vermillion Financial Advisors Inc
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IL | 0.4 |
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TAR River Wealth Planning LLC
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NC | 0.4 |
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Smart Money Group LLC
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TX | 0.4 |
|
Eagle Wealth Management Group Inc
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CA | 0.4 |
|
Second Half Financial Partners LLC
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FL | 0.4 |