GOODMAN FINANCIAL ADVISORS, LLC
Legal name: GOODMAN FINANCIAL ADVISORS, L.L.C.
CRD #119700 SEC #801-61399 NORFOLK, VA 757-624-5213
SEC Registered
Total AUM
$21M
Discretionary
$18.2M
Employees
5
Clients
51
Accounts
146
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Jan 21, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COCHRAN, DAVID, SCOTT | I | DIRECTOR | NA | Control |
| COCHRAN, DAVID, SCOTT | I | PARTNER | NA | Control |
| EICHMAN, TODD, E | I | PRESIDENT | NA | |
| MCKOY, LAWRENCE, WALTON | I | SENIOR PARTNER | NA | Control |
| GOODMAN FINANCIAL | DE | OWNER | E | Control |
| STERLING BENEFITS HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LACKEY, BOSTON, M | I | GOODMAN HOLDING, LLC | F | |
| MCKOY, LAWRENCE, WALTON | I | GOODMAN HOLDING, LLC | F | |
| VIOLA, PAT, J | I | GOODMAN HOLDING, LLC | F | |
| GOODMAN HOLDING, LLC | DE | GOODMAN FINANCIAL | E |
Registrations
Federal
IA
Jan 21, 2005 REGISTERED
Notice Filings (1)
VA
Address
ONE COMMERCIAL PLACESUITE 1450
NORFOLK, VA 23510
USA
Phone: 757-624-5213