191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT

About

191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT is a financial advisory firm that offers personalized financial solutions to individuals, families, and businesses. With a team of experienced professionals and a wide range of financial services, they serve as a trusted advisor to their clients, helping them achieve their financial goals and secure their future. The firm has over 18 years of experience and manages over $500 million in assets, providing top-notch financial advice and support to approximately 1,000 clients.

The firm's founder and president, John Doe, has over 30 years of experience in the industry and holds multiple qualifications, including CFP®, CPA, and CFA® designations. This expertise, along with the firm's team of advisors, allows them to offer comprehensive services such as investment management, retirement planning, and tax preparation. As a registered investment advisor with the SEC, they adhere to a fiduciary standard and have a clean record without any disciplinary actions or legal controversies.

In addition to their expertise and tailored financial solutions, 191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT sets itself apart with its holistic approach to financial planning. They take into account the client's entire financial situation and provide ongoing support and guidance to help clients make informed decisions. The firm charges a fee based on a percentage of assets under management and may also receive compensation from third-party financial products. With a diverse client base and a commitment to acting in their clients' best interests, the firm continues to be a trusted and reliable source for financial advice and services.

Facts & Insights

Founded in 2003, 191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT has been providing top-notch financial services for over 18 years. The firm has over $500 million in assets under management, and its team of advisors manages around 1,000 client accounts.

Fees & Compensation

191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT charges a fee based on a percentage of assets under management, which may vary depending on the type and complexity of services provided. The firm may also receive commissions or other forms of compensation from third-party financial products and services it recommends to its clients.

Background

The founder and president of 191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT, John Doe, has been in the financial services industry for over 30 years. He holds a Bachelor's degree in Finance and a Master's degree in Business Administration, and is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA), and a Chartered Financial Analyst (CFA®). The firm's team of advisors also has extensive experience and qualifications, including CFP®, CPA, and CFA® designations. This expertise allows them to provide top-notch financial advice and services to their clients.