Katherine
Goodwin
Asset Allocation Strategies, LLC
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About this Advisor
Katherine Goodwin is a financial advisor based in Farmington, Michigan, working with Asset Allocation Strategies, LLC. Katherine has previously held positions at Delicomb, Fidelity Investments, Infinity Retreats, Colliers International, Florida State University, Florida Valuation, Merrill Lynch, Valuteachers, Glp Investment Services, and Asset Allocation Strategies. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Katherine is part of Asset Allocation Strategies, LLC, which operates out of Farmington, Michigan. The firm has 26 offices and 40 employees. The firm manages assets totaling $626.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Asset Allocation Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Asset Allocation Strategies, LLC Brokerage Details
$626,742,262
40
3,756
$166,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Katherine Goodwin Work History
Valuteachers
Glp Investment Services
Asset Allocation Strategies
Unemployed / Extended Travel
Delicomb
Fidelity Investments
Infinity Retreats
Colliers International
Florida State University
Florida Valuation
Florida State University
Merrill Lynch
Disclosures
Please visit the SEC profile of Katherine Goodwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Allocation Strategies, LLC
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Frisco, TX
Ponte Vedra, FL
Farmington, MI
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