$71.3M Total AUM
$71.3M Disc. AUM
-- 3Y CAGR
4 Employees
158 ADV. Clients
6 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-16-2020
- Office Locations
- 4
Office Locations
-- Goleta CA
-- Lake Stevens WA
-- Olympia WA
About THE Goodland Group
The Goodland Group is a founder-led financial planning and asset management firm serving mid-career professionals with equity compensation. The team uses a values-based process to align portfolios and money decisions with client goals, often implemented with ETF-based allocations. Founder Natalie Taylor is an active speaker and is featured in the media.
Team overview
31 AVG AGE
$17.8M AVG AUM / ADVISOR
$451.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NATALIE ANN TAYLOR
Chief Compliance Officer
- CRD
- #4870668
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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MIRANDA JO BERGEMANN
--
- CRD
- #7072077
Available
Available
Available
E
Elissa Epoch
--
- CRD
- #7773642
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,332,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,332,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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