CRD: 323934
Goodrich Financial Advisory LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-2022
- Office Locations
- 1
Office Locations
About Goodrich Financial Advisory LLC
Goodrich Financial Advisory (GFA) supports business owners and entrepreneurs with FP&A-led planning—cash-flow forecasting, margin and budget vs. actual analysis, scenario/pro forma modeling, and capital formation/M&A diligence for growth, raises, and acquisitions. They also align business decisions with personal wealth and investment planning, with portfolios largely implemented using ETFs and custodied at Charles Schwab. Notable niche: job-costing and indirect rate modeling for federal contract bids.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael Anthony Goodrich
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7651593
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $807,720 | -- |
| Non-Discretionary | $276,993 | -- |
| Total | $1,084,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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