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Goodrich Asset Management LLC

Goodrich Asset Management LLC. CRD 151582

Goodrich Asset Management LLC logo

CRD: 151582

Goodrich Asset Management LLC

Newark, OH
6144025763
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
First Clearing · Trade-PMR · UBS
Clients
Retail
Platforms
Glacier
Established Date
11-23-2009
Office Locations
1

Office Locations

-- NEW Albany OH

About Goodrich Asset Management LLC

Goodrich Asset Management LLC is an Ohio-based boutique RIA providing investment planning, retirement plan guidance, and ongoing asset management for individual investors, including entrepreneurs. Portfolios emphasize asset allocation using ETFs and index-style vehicles, alongside mutual funds and insurance/annuity solutions when appropriate. The firm publishes educational market and technical commentary on rates and equity trends.

Team overview

64 AVG AGE
$3.1M AVG AUM / ADVISOR
$443.9K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Quantum Peak

Client Personas

Prime focus

Custodian

Legacy foundation Optima quantum Vector Horizon Pioneer ridge Oak Eagle Oak Ridge glacier Pathway beacon Unison capital Zenith Timber alpha

Investment Themes

Fusion Pathway Signal

Investment Vehicles

Signal beacon Bridge

Services

Oak Quantum wave Beacon Element delta Matrix oak

Technology

Radial

Owner & Executives

M

MARK JEFFREY SHAFER

Chief Compliance Officer, Managing Member, Principal

CRD
#1305651
Ownership
75% or more
(545) 403-2423
horizon.focus@elementcapital.com
in linkedin.com/in/signal-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,107,188 --
Non-Discretionary $0 --
Total $3,107,188 --

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Separately Managed Accounts

Total SMA Asset: $3,107,188

$3.1M Total SMA
Cash:
14.4%
Equity - Exchange:
63.7%
Other:
21.9%
Asset class Assets Assets %
Cash $404,964,559 14.4%
Equity - Exchange $1,791,405,722 63.7%
Other $615,883,600 21.9%
Total $2,812,253,881 100.0%

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