This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-18-2004
- Office Locations
- 1
Office Locations
About Goodwin Asset Management Inc.
Goodwin Asset Management is a fee-only, fiduciary investment management and financial planning firm led by portfolio manager Leelaa Rao, CFA. The firm delivers tax, insurance, retirement/Social Security, and estate planning alongside customized portfolios focused on capital preservation and tax-efficient, inflation-aware growth. Works with business owners, executives, professionals, and retirees; portfolios commonly use ETFs and mutual funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEELA R RAO
Investment Advisor, President
- CRD
- #4713420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing