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GoodWin Asset Management, Inc. is a fee-only professional investment management and financial planning firm registered in the states of Florida, Georgia and New York. GoodWin is not partial towards any investments or financial products. GoodWin does not sell any other financial institution's products or services like many other financial advisors for commissions or kickbacks. Leelaa Rao' FCSI, CFA, the President of GoodWin says "You do not pay us a fee for selling someone else's products or services, but compensate us genuinely for managing your assets, which we directly do. Hence you are not paying other hidden fees. We are a fee-only Investment Management firm." GoodWin Asset Management aims at providing the clients with superior long-term performance. GoodWin does not conduct any trades to achieve short-term outperformance but build a conservative portfolio that allows you to achieve your future goals on a timely basis. GoodWin buys or sells only after conducting a thorough analysis and this practice ensures tax-efficiency and low turnover.

GoodWin Asset Management Questions

The GoodWin Asset Management annual revenue was $7 million in 2026.

GoodWin Asset Management is based in Pensacola, Florida.

The NAICS codes for GoodWin Asset Management are [5239, 523, 52, 52393].

The SIC codes for GoodWin Asset Management are [62, 628].

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