Kathleen
Godfrey
Godfrey Financial Associates, Inc
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About this Advisor
Kathleen Godfrey is a financial advisor based in Glenmont, New York, working with Godfrey Financial Associates, Inc. Kathleen has previously held a position at Godfrey Financial Associates, Inc. Kathleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Kathleen is part of Godfrey Financial Associates, Inc, which operates out of Glenmont, New York. The firm has 4 employees and manages assets totaling $137.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Godfrey Financial Associates, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Godfrey Financial Associates, Inc Brokerage Details
$137,460,119
4
579
$237,410
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Godfrey Work History
Godfrey Financial Associates, Inc
Disclosures
Please visit the SEC profile of Kathleen Godfrey 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 Godfrey Financial Associates, Inc
Glenmont, NY
Glenmont, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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