G
CRD: 311935
Good News Financial & Investment Advisors, LLC
Largo, MD, 20774
8007471839
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
9500 Medical Center Dr. Suite 366 Largo MD
About Good News Financial & Investment Advisors, LLC
Good News Financial & Investment Advisors, LLC is a Largo-based RIA. The firm has been operating for 5 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
$108.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Eagle delta Insight Summit value
Client Personas
Crest frontier
Investment Themes
Focus bridge Vector Element glacier
Investment Vehicles
Atlas
Services
Prime Radial signal Unison capital Bridge legacy Peak focus Momentum north Catalyst catalyst Wave
Owner & Executives
J
Jovan Jackson
Chief Compliance Officer, Managing Member
- CRD
- #7316729
- Ownership
- 75% or more
(209) 267-4659
capital.eagle@glaciercapital.com
in linkedin.com/in/north-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,436,151 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,436,151 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,436,151
Equity - Exchange:
27.3% Public Funds:
32.4% Cash:
14.6% Equity - OTC:
8.6% Private Funds:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $658,556,810 | 27.3% |
| Public Funds | $781,583,907 | 32.4% |
| Cash | $352,195,217 | 14.6% |
| Equity - OTC | $207,457,457 | 8.6% |
| Private Funds | $412,502,618 | 17.1% |
| Total | $2,412,296,009 | 100.0% |