Overview
Assets Under Management: $183 million
Headquarters: GLENMONT, NY
High-Net-Worth Clients: 45
Average Client Assets: $2.4 million
Frequently Asked Questions
GODFREY FINANCIAL ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126189), GODFREY FINANCIAL ASSOCIATES, INC. is subject to fiduciary duty under federal law.
GODFREY FINANCIAL ASSOCIATES, INC. is headquartered in GLENMONT, NY.
GODFREY FINANCIAL ASSOCIATES, INC. serves 45 high-net-worth clients according to their SEC filing dated March 21, 2026. View client details ↓
According to their SEC Form ADV, GODFREY FINANCIAL ASSOCIATES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
GODFREY FINANCIAL ASSOCIATES, INC. manages $183 million in client assets according to their SEC filing dated March 21, 2026.
According to their SEC Form ADV, GODFREY FINANCIAL ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.32%
Average Client Assets: $2.4 million
Total Client Accounts: 702
Discretionary Accounts: 702
Regulatory Filings
CRD Number: 126189
Filing ID: 2078941
Last Filing Date: 2026-03-21 17:30:43