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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Matthew Goff Investment Advisor LLC
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| CRD # | 114796 |
| SEC # | 801-62129 |
| CIK # | 0000935359 |
| AUM | $572.6 M (2025-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 713-850-8900 |
| Address | 11 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 58.0 | ||
| Bank of New York Mellon Corp | 25.0 | ||
| VISA Inc | 24.9 | ||
| Bank of America Corp /DE/ | 23.3 | ||
| Alphabet Inc | 22.0 | ||
| Oracle Corp | 18.0 | ||
| American Express Co | 17.2 | ||
| Walt Disney Co | 12.8 | ||
| Unilever PLC | 11.7 | ||
| United Technologies Corp /DE/ | 10.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 35.3 |
| (b) Individuals (high net worth individuals) | 140 | 530.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.6 |
| Total | 639 | 572.6 |
| By Discretionary | ||
| Discretionary | 637 | 567.8 |
| Non-Discretionary | 2 | 4.8 |
| Total | 639 | 572.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.6 | |
| Total | 639 | 572.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000935359] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
West Financial Advisors LLC
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|
IA | 0.6 |
|
Total Clarity Wealth Management Inc
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|
IL | 0.6 |
|
High Falls Advisors Inc
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NY | 0.6 |
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von Borstel & Associates Inc
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OR | 0.6 |
|
Brogan Financial Inc
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|
TN | 0.5 |
|
Brent Forrest & Associates LLC
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TX | 0.5 |
|
Reliant Wealth Planning LLC
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|
KY | 0.5 |
|
Cardinal Strategic Wealth Guidance LLC
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|
KY | 0.5 |
|
Sequoia Wealth Management LLC
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|
IL | 0.5 |
|
Beck Capital Management LLC
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|
TX | 0.5 |