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).

Current Firm Details
687 S Milledge Ave, Athens, GA 30605
https://www.instagram.com/elwoodgoetz/
By the Numbers
  • Total Assets Under Management
    682
    MILLION
  • Total Number of Accounts
    2,740
    ACCOUNTS
  • Average Account Value
    $248,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, LA, MO, NC, SC, TX

Financial Advisors at Elwood & Goetz
Showing 1 - 9 of 9 top financial advisors.
1
Aysha Ballis, financial advisor Athens GA
Aysha N. Ballis
CRD#: 7037378
687 S Milledge Ave, Athens, GA 30605

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.

2
Melissa Barron, financial advisor Athens GA
Melissa A. Barron
CRD#: 5477940
687 S Milledge Ave, Athens, GA 30605

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.

3
Paul Brown, financial advisor Athens GA
Paul C. Brown
CRD#: 4546256
687 S Milledge Ave, Athens, GA 30605

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.

4
Lindsay Elwood, financial advisor Athens GA
Lindsay S. Elwood
CRD#: 5096712
687 S Milledge Ave, Athens, GA 30605

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.

5
Joseph Goetz, financial advisor Athens GA
Joseph W. Goetz
CRD#: 5837624
687 S Milledge Ave, Athens, GA 30605

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.

6
Lance Palmer, financial advisor Athens GA
Lance Palmer
CRD#: 5862489
687 S Milledge Ave, Athens, GA 30605

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.

7
Alden Shmerling, financial advisor Athens GA
Alden M. Shmerling
CRD#: 5837672
687 S Milledge Ave, Athens, GA 30605

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.

8
Frances Lawrence, financial advisor Columbia MO
Frances C. Lawrence
CRD#: 7305361
Columbia, MO

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.

9
Jordan Slingo, financial advisor Athens GA
Jordan Slingo
CRD#: 7305264
687 S Milledge Ave, Athens, GA 30605

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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