Overview
Assets Under Management: $501 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 140
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 608
Discretionary Accounts: 606
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 114796
Last Filing Date: 2024-03-20 00:00:00
Website: https://gofffinancial.com