Top financial advisors in Wyckoff, NJ
We’ve curated a list of the best financial advisors in Wyckoff, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$145,990,533
Number of advisors
2 advisors
| $145,990,533 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Wyckoff, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wyckoff. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
191 Godwin Associates, Inc. D/b/a Godwin Capital Management
191 Godwin Associates, Inc. is an investment adviser firm based in Wyckoff, NJ, providing portfolio management services under a wrap fee program. The firm was established on an unspecified date and is registered with the United States Securities and Exchange Commission. Clients are charged a fee based on a tiered structure depending on the total assets under management, starting at 1.00% for assets up to $200,000 and decreasing for higher amounts. Fees are negotiable and invoiced in arrears. Clients have the option to terminate the agreement within five business days of signing for a full refund. The firm uses fundamental and technical analysis in its investment strategies, focusing on equities, fixed income securities, ETFs, and REITs. Clients have discretion over their investments, with GWC requiring discretionary authority to select securities and execute transactions. The firm does not charge additional fees for trading activities within the wrap fee program. GWC acts as the sole portfolio manager and does not select outside managers. The firm serves various types of clients, including individuals, high-net-worth individuals, and corporations, with no minimum account size required. Clients are provided with regular reports and have access to portfolio managers during business hours. GWC does not accept performance-based fees and always acts in the best interest of clients.
$145,990,533 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Wyckoff, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wyckoff. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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