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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-2003
- Office Locations
- 1
Office Locations
About J.c. Goodgal, Inc.
J.C. Goodgal, Inc. is an independent RIA serving a select group of individuals and small institutions (e.g., small pension funds) with customized portfolio design, strategic asset allocation, and ongoing monitoring. The firm invests across equity and debt instruments and can incorporate alternatives such as private equity, real estate, and gold as needed. Through a relationship with Castalia Partners (Guernsey), it supports global investing; custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SUSAN LING LEE
--
- CRD
- --
- Ownership
- 75% or more
JAY CHARLES GOODGAL
President
- CRD
- #1396919
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,182,214 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,182,214 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,182,214
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,027,045,483 | 13.8% |
| Other | $2,604,825,501 | 35.0% |
| U.S. Government/Agency | $2,872,750,409 | 38.6% |
| Cash | $937,737,180 | 12.6% |
| Total | $7,442,358,573 | 100.0% |