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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOODMAN, STEVEN, MARTIN | I | CHIEF EXECUTIVE OFFICER | NA | |
| GOODMAN, STEVEN, MARTIN | I | CHIEF EXECUTIVE OFFICER | NA | |
| GOODMAN, STEVEN, MARTIN | I | CHIEF EXECUTIVE OFFICER | NA | |
| GOODMAN, DEBORAH, N | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODMAN, DEBORAH, N | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| GOODMAN, DEBORAH, NICOLE | I | MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER | C | Control |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER | C | Control |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER | C | Control |
| ROFINO, JOSEPH, PAUL | I | PRINCIPAL, PORTFOLIO MANAGER | C | Control |
| ROFINO, JOSEPH, PAUL | I | PRINCIPAL, PORTFOLIO MANAGER | C | Control |
| ROFINO, JOSEPH, PAUL | I | PRINCIPAL, PORTFOLIO MANAGER | C | Control |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH | B | |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH | B | |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH | B | |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH | B | |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH | B | |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH | B | |
| ROFINO, JOSEPH, PAUL | I | DIRECTOR OF RESEARCH AND PORTFOLIO MANAGER | B |
Registrations
Federal
IA
May 5, 2025 REGISTERED
Notice Filings (6)
CA CT FL MA NH TX
Address
160 GOULD STSUITE 102
NEEDHAM, MA 02494
United States
Phone: (781) 559-0320