Goodwin Asset Management Inc.

Goodwin Asset Management Inc. (CRD# 128456) is a financial advisory firm headquartered in Pensacola, FL. They manage $10,721,541 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $249,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, GA, NY

Financial Advisors at Goodwin Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Leela R. Rao
CRD#: 4713420
3298 Summit Blvd, Suite # 51, Pensacola, FL 32503
96
Wealthminder
score

Leela Rao (CRD# 4713420) is an Investment Advisor Representative working at Goodwin Asset Management Inc. in Pensacola, FL and has over 14 years of experience in the finance industry.

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