Goodman Financial
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5177 Richmond Ave Ste 700, Houston, Texa...Phone Number
(713) 599-1777Website
www.goodmanfinancial.comRevenue
$5.8 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
1
1
2
About Goodman Financial
Goodman Financial is a fee-only investment management and financial advisory firm located in Houston, Texas, serving clients nationwide. Founded in 1989, Goodman Financial has over 30 years of experience in helping clients achieve their long-term financial goals. Goodman Financial has no affiliation with insurance companies, banks, mutual funds or brokerage firms, and investment decisions are made with the company's clients' best interest as the company's top priority. With a personalized approach and prudent investment decisions, fiduciary services include financial planning, retirement planning, tax efficiency, portfolio management, pension funds, foundations, endowments and associations. Clients include individuals and institutions such as trusts, family limited partnerships, endowments, non-profits, pension plans and private foundations who appreciate personalized service and solutions tailored to their unique goals.Explore more
Goodman Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Goodman Financial
$5.8M
11-50
Private
<$5M
1989
CJ
Charlotte JungenChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Goodman Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Goodman Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Goodman Financial.
Goodman Financial financials insights
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2020
Debt
$150K
Goodman Financial Tech Stack
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Goodman Financial News & Media
Goodman Financial Corporation Expands Office
HOUSTON, May 4, 2021 /PRNewswire/ -- Goodman Financial Corporation has completed its office expansion and renovation, signifying exciting development and progress for the growing firm and its clients. This recently completed renovation increased the Goodman Financial office space by over...Houston Wealth Management Firm Hires Newest Team Member
HOUSTON, March 11, 2021 /PRNewswire/ -- Goodman Financial Corporation has announced the hiring of their newest team member, Linda McCoy, CFP®, CMT fulfilling the role of Chief Client Officer. As Chief Client Officer, Linda's responsibilities include overseeing the firm's Financial...Houston Wealth Management Firm Hires Newest Team Member
HOUSTON, Feb. 9, 2021 /PRNewswire/ -- Goodman Financial Corporation has announced the hiring of their newest team member, Steven J. VanNostrand, CFP ® fulfilling the role of Senior Financial Advisor. As Senior Financial Advisor, Steve works directly with clients, addressing their...Houston Wealth Management Firm Spreads the Cheer
HOUSTON, Jan. 14, 2021 /PRNewswire/ -- Each year, Goodman Financial Corporation, a fee-only financial advisory and wealth management firm in Houston TX, selects multiple non-profit organizations to provide a donation to. Goodman team members each select an organization to donate with such...
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Goodman Financial is a fee-only investment management and financial advisory firm located in Houston, Texas, serving clients nationwide. Founded in 1989, Goodman Financial has over 30 years of experience in helping clients achieve their long-term financial goals. Goodman Financial has no affiliation with insurance companies, banks, mutual funds or... Read More
