191 Godwin Associates, Inc D/B/A Godwin Capital Management

CRD#124288
Investment Advisor Firm

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Learn more about 191 Godwin Associates, Inc D/B/A Godwin Capital Management

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors
  • Overview

    191 Godwin Associates, Inc D/B/A Godwin Capital Management is a financial advisor firm based in Wyckoff, New Jersey. The company controls $136.1 million in total assets throughout 159 customer accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small team, including 1 financial advisor. 191 Godwin Associates, Inc D/B/A Godwin Capital Management does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like stocks, options and bonds.

    191 Godwin Associates, Inc D/B/A Godwin Capital Management administers all of the company's accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by an investment advisor without requiring the customer's permission. 191 Godwin Associates, Inc D/B/A Godwin Capital Management administers roughly $855,964 in assets for every account. The average advisor at 191 Godwin Associates, Inc D/B/A Godwin Capital Management manages around 159 client accounts.

    The company's headquarters is located at 191 Godwin Avenue, Wyckoff, New Jersey 07481-2052. The company is allowed to provide services to investors throughout a number of states, including New Jersey and New York.

    Assets Under Management

    $136.1 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    191 Godwin Avenue
    Wyckoff, NJ 07481-2052

    191 Godwin Associates, Inc D/B/A Godwin Capital Management by the Numbers

    Total Assets Under Management

    $136.1 million

    National Average: $8.6 billion
    Total Number of Employees

    2

    National Average: 64
    Total Number of Accounts

    159

    National Average: 375,227
    Average Account Size

    $856.0 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees largely vary depending on the type of financial services offered. However, fee types billed by the company likely are comprised of any blend of the following fee structures: asset-based or fixed. The firm does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a number of different investors. It works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 159 accounts, 191 Godwin Associates, Inc D/B/A Godwin Capital Management's biggest client type is retail investors, but it also manages money for 13 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.

    • High-Net-Worth Individuals* - 8.18%
    • Other Individuals - 71.07%
    • Corporations - 20.13%
    • Charitable Organizations - 0.63%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    191 Godwin Associates, Inc D/B/A Godwin Capital Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at 191 Godwin Associates, Inc D/B/A Godwin Capital Management

    Frank Avena
    Wyckoff, NJ

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