GOODMAN ADVISORY GROUP, LLC
CRD #285637 SEC #801-108671 NEEDHAM, MA (781) 559-0320
SEC Registered
Total AUM
$370.4M
Discretionary
$370.4M
Employees
8
Clients
25
Accounts
817
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $370.4M | $370.4M | $0 | 8 | 0 |
| Mar 2025 | $370.4M | $370.4M | $0 | 8 | 0 |
| Nov 2024 | $297.1M | $297.1M | $0 | 8 | 0 |
| Mar 2024 | $297.1M | $297.1M | $0 | 8 | 0 |
| Mar 2023 | $259.1M | $258.6M | $517.7K | 6 | 0 |
| Mar 2022 | $317.1M | $315.5M | $1.7M | 7 | 1 |
| Mar 2021 | $265.7M | $261.1M | $4.7M | 7 | 1 |
| Dec 2020 | $228.8M | $228.8M | $0 | 7 | 0 |
| Jun 2020 | $228.8M | $228.8M | $0 | 7 | 0 |
| Apr 2020 | $228.8M | $228.8M | $0 | 7 | 0 |
| Mar 2020 | $229.9M | $214.4M | $15.5M | 7 | 0 |
| May 2019 | $201.1M | $201.1M | $0 | 7 | 0 |
| Mar 2019 | $201.1M | $201.1M | $0 | 7 | 0 |
| Apr 2018 | $222.8M | $222.8M | $0 | 7 | 0 |
| Mar 2018 | $222.8M | $222.8M | $0 | 7 | 0 |
| Sep 2017 | $110.8M | $110.8M | $0 | 5 | 300 |
| Jul 2017 | $110.8M | $110.8M | $0 | 5 | 300 |
| Jul 2017 | $110.8M | $110.8M | $0 | 4 | 300 |
| Mar 2017 | $110.8M | $110.8M | $0 | 4 | 300 |
| Mar 2017 | $0 | $0 | $0 | 4 | 0 |
| Dec 2016 | $0 | $0 | $0 | 4 | 0 |
| Nov 2016 | $0 | $0 | $0 | 4 | 0 |
| Nov 2016 | $0 | $0 | $0 | 4 | 0 |
DateMay 2025
Total AUM$370.4M
Discretionary$370.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$370.4M
Discretionary$370.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$259.1M
Discretionary$258.6M
Non-Disc.$517.7K
Employees6
Clients0
DateMar 2022
Total AUM$317.1M
Discretionary$315.5M
Non-Disc.$1.7M
Employees7
Clients1
DateMar 2021
Total AUM$265.7M
Discretionary$261.1M
Non-Disc.$4.7M
Employees7
Clients1
DateDec 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$229.9M
Discretionary$214.4M
Non-Disc.$15.5M
Employees7
Clients0
DateMay 2019
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees5
Clients300
DateJul 2017
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees5
Clients300
DateJul 2017
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0