Godfrey Financial Associates, Inc.

Godfrey Financial Associates, Inc. (CRD# 126189) is a financial advisory firm headquartered in Glenmont, NY. They manage $137,460,119 in 579 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
797 Route 9w, Glenmont, NY 12077
http://www.godfreyfinancial.com
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $237,410
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
The map below shows states where this firm has explicit registration only.

CA, LA, MA, NJ, NY

Financial Advisors at Godfrey Financial Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen Godfrey, financial advisor Glenmont NY
Kathleen L. Godfrey
CRD#: 2672217
797 Route 9w, Glenmont, NY 12077

Kathleen Godfrey (CRD# 2672217) is an Investment Advisor Representative working at Godfrey Financial Associates, Inc. in Glenmont, NY and has over 28 years of experience in the finance industry.

2
Ruth Johnson, financial advisor Glenmont NY
Ruth A. Johnson
CRD#: 4585822
797 Route 9w, Glenmont, NY 12077

Ruth Johnson (CRD# 4585822) is an Investment Advisor Representative working at Godfrey Financial Associates, Inc. in Glenmont, NY and has over 21 years 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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