Overview
Assets Under Management: $501 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 140
Average Client Assets: $4 million
Frequently Asked Questions
MATTHEW GOFF INVESTMENT ADVISOR, LLC 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 #114796), MATTHEW GOFF INVESTMENT ADVISOR, LLC is subject to fiduciary duty under federal law.
MATTHEW GOFF INVESTMENT ADVISOR, LLC is headquartered in HOUSTON, TX.
MATTHEW GOFF INVESTMENT ADVISOR, LLC serves 140 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, MATTHEW GOFF INVESTMENT ADVISOR, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MATTHEW GOFF INVESTMENT ADVISOR, LLC manages $501 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, MATTHEW GOFF INVESTMENT ADVISOR, LLC serves high-net-worth individuals. View client details ↓
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