1
CRD: 124288
191 Godwin Associates, Inc. D/B/A Godwin Capital Management
Wyckoff, NJ, 07481
2015601993
$150.1M Total AUM
$150.1M Disc. AUM
5.1% 3Y CAGR
2 Employees
319 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
191 Godwin Avenue Wyckoff NJ
About 191 Godwin Associates, Inc. D/B/A Godwin Capital Management
191 Godwin Associates, Inc. D/B/A Godwin Capital Management is a Wyckoff-based RIA. The firm has been operating for 24 years. Managing $150.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$150.1M AVG AUM / ADVISOR
$470.5K AVG AUM / CLIENT
23.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Services
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Owner & Executives
F
FRANK JOSEPH AVENA
Chief Compliance Officer, CPA, President
- CRD
- #4618338
- Ownership
- 50% but less than 75%
(320) 576-3943
glacier.pioneer@meridiancapital.com
in linkedin.com/in/pioneer-horizon
M
MILTON SAUL WARSAW
Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
(598) 818-2053
vital.north@crestcapital.com
in linkedin.com/in/alpha-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,085,275 | $477,979 |
| Non-Discretionary | $0 | -- |
| Total | $150,085,275 | $477,979 |
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Separately Managed Accounts
Total SMA Asset: $150,085,275
Equity - Exchange:
14.0% U.S. Government/Agency:
23.3% Cash:
19.7% Corporate - Investment Grade:
27.0% Municipal Bonds:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $799,471,781 | 14.0% |
| U.S. Government/Agency | $1,330,549,464 | 23.3% |
| Cash | $1,124,971,006 | 19.7% |
| Corporate - Investment Grade | $1,541,838,434 | 27.0% |
| Municipal Bonds | $913,682,034 | 16.0% |
| Total | $5,710,512,719 | 100.0% |