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| Matthew Goff Investment Advisor LLC
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| |
|---|---|
| CRD # | 114796 |
| SEC # | 801-62129 |
| CIK # | 0000935359 |
| AUM | $500.9 MM (2024-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 713-850-8900 |
| Address | 11 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 53.2 | |
| BAC | 278,315.2 | 19.8 | |
| V | 419,260.5 | 18.7 | |
| BK | 34,622.2 | 17.0 | |
| MRK | 232,371.9 | 14.4 | |
| AXP | 107,077.6 | 13.7 | |
| ORCL | 182,760.6 | 11.6 | |
| UL | 115,645.2 | 10.6 | |
| PEP | 226,773.9 | 10.5 | |
| INTC | 154,482.4 | 10.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 32.2 |
| (b) Individuals (high net worth individuals) | 132 | 463.4 |
| (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 | 2 | 4.8 |
| (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 | 1 | 0.5 |
| Total | 608 | 500.9 |
| By Discretionary | ||
| Discretionary | 606 | 497.2 |
| Non-Discretionary | 2 | 3.7 |
| Total | 608 | 500.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 500.6 | |
| Total | 608 | 500.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000935359] |
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|---|---|---|
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OR | 0.5 |
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KY | 0.5 |
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Total Clarity Wealth Management Inc
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IL | 0.5 |
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Sequoia Wealth Management LLC
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IL | 0.5 |