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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2006
- Office Locations
- 2
Office Locations
About Goodrich Financial Group, LLC
Goodrich Financial Group, LLC is an independent RIA in Escondido, CA led by John R. Goodrich (CFP, ChFC, MBA). The firm delivers personalized financial planning and portfolio management, including estate and college planning and insurance planning for retail clients and families/business owners. Portfolios emphasize asset allocation using ETFs and investment-grade corporate bonds, with custody at Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
JOHN RALPH GOODRICH JR
Managing Member, Principal Director
- CRD
- #1485664
- Ownership
- 50% but less than 75%
DEBORAH ANN GOODRICH
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,060,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,060,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,060,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,345,401,374 | 53.8% |
| Cash | $667,699,195 | 26.7% |
| Corporate - Investment Grade | $487,645,479 | 19.5% |
| Total | $2,500,746,048 | 100.0% |