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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Googins Advisors Inc
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| CRD # | 13985 |
| SEC # | 801-68432 |
| CIK # | |
| AUM | $429.1 M (2024-09-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 608-514-1044 |
| Address | 6417 University Avenue Middleton, WI 53562 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 147.0 |
| (b) Individuals (high net worth individuals) | 208 | 282.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,659 | 429.1 |
| By Discretionary | ||
| Discretionary | 1,659 | 429.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,659 | 429.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 427.7 | |
| Total | 1,659 | 429.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ruedi Wealth Management Inc
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|
IL | 0.4 |
|
Lewis Financial Management LLC
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|
NC | 0.4 |
|
Benchmark Wealth Management LLC
✚
|
CT | 0.4 |
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.4 | |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
James T Borello & Co
✚
|
IL | 0.4 |
|
Vestwell Advisors LLC
✚
|
NY | 0.4 |
|
Stark Richard Joseph
✚
|
CO | 0.4 |
|
Selective Wealth Management Inc
✚
|
VA | 0.4 |
|
GGM Financials LLC
✚
|
OH | 0.4 |