Elwood & Goetz
Elwood & Goetz (CRD# 154839) is a financial advisory firm headquartered in Athens, GA. They manage $682,112,414 in 2,740 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management682MILLION
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Total Number of Accounts2,740ACCOUNTS
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Average Account Value$248,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, GA, LA, MO, NC, SC, TX
Aysha Ballis (CRD# 7037378) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has 1 year of experience in the finance industry.
Melissa Barron (CRD# 5477940) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 16 years of experience in the finance industry.
Paul Brown (CRD# 4546256) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 19 years of experience in the finance industry.
Lindsay Elwood (CRD# 5096712) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 18 years of experience in the finance industry.
Joseph Goetz (CRD# 5837624) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 12 years of experience in the finance industry.
Lance Palmer (CRD# 5862489) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has 1 year of experience in the finance industry.
Alden Shmerling (CRD# 5837672) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 13 years of experience in the finance industry.
Frances Lawrence (CRD# 7305361) is an Investment Advisor Representative working at Elwood & Goetz in Columbia, MO and has over 3 years of experience in the finance industry.
Jordan Slingo (CRD# 7305264) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has 1 year of experience in the finance industry.