Godfrey Financial Associates, Inc.

Godfrey Financial Associates, Inc. (CRD# 126189) is a financial advisory firm headquartered in Glenmont, NY. They manage $49,375,009 in 345 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $143,116
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MA, NH, NY, TX

Financial Advisors at Godfrey Financial Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen L. Godfrey
CRD#: 2672217
797 Route 9w, Glenmont, NY 12077
93
Wealthminder
score

Kathleen Godfrey (CRD# 2672217) is an Investment Advisor Representative working at Godfrey Financial Associates, Inc. in Glenmont, NY and has over 22 years of experience in the finance industry.

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