Insights

Ethical, independent investment focus Goodman Financial's high ethical standards and independence from affiliations with insurance companies, banks, or brokerage firms positions them as a trustworthy choice for clients seeking transparent and client-centric financial services.

Strong client retention and referral rate The company's history of over 95% client retention annually and growth through client referrals showcases a loyal client base that values personalized service and tailored financial solutions, presenting opportunities for expanding service offerings within existing accounts.

Customized investment portfolios By actively managing individual stocks and bonds in customized portfolios that offer flexibility, tax efficiency, and lower expenses, Goodman Financial is well-equipped to attract clients seeking tailored investment strategies and potentially capture market share from competitors with less personalized approaches.

Team expertise and client-focused approach With a highly credentialed team that deciphers market noise, makes prudent investment decisions, and maintains focus on clients' long-term goals, Goodman Financial is in a strong position to engage with high-net-worth individuals, institutional clients, and foundations looking for experienced and dedicated financial advisors.

Technology-enabled service delivery Utilizing a tech stack that includes W3 Total Cache, jQuery Migrate, and Google Tag Manager among others, Goodman Financial demonstrates a commitment to leveraging technology for efficient service delivery, indicating potential partnerships with tech-centric clients looking for innovative financial service providers.

Goodman Financial Tech Stack

Goodman Financial uses 8 technology products and services including W3 Total Cache, jQuery Migrate, Revslider, and more. Explore Goodman Financial's tech stack below.

  • W3 Total Cache
    Caching
  • jQuery Migrate
    Javascript Libraries
  • Revslider
    Miscellaneous
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Vimeo
    Video Players
  • Slider Revolution
    Widgets

Media & News

Goodman Financial's Email Address Formats

Goodman Financial uses at least 1 format(s):
Goodman Financial Email FormatsExamplePercentage
FLast@goodmanfinancial.comJDoe@goodmanfinancial.com
49%
First.Last@goodmanfinancial.comJohn.Doe@goodmanfinancial.com
1%
FLast@goodmanfinancial.comJDoe@goodmanfinancial.com
49%
First.Last@goodmanfinancial.comJohn.Doe@goodmanfinancial.com
1%

Frequently Asked Questions

Where is Goodman Financial's headquarters located?

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Goodman Financial's main headquarters is located at 5177 Richmond Ave. Ste 700 Houston, Texas 77056 US. The company has employees across 2 continents, including North AmericaOceania.

What is Goodman Financial's phone number?

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You can contact Goodman Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Goodman Financial's stock symbol?

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Goodman Financial is a publicly traded company; the company's stock symbol is N/A.

What is Goodman Financial's official website and social media links?

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Goodman Financial's official website is goodmanfinancial.com and has social profiles on LinkedIn.

How much revenue does Goodman Financial generate?

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As of September 2024, Goodman Financial's annual revenue reached $1.8M.

What is Goodman Financial's SIC code NAICS code?

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Goodman Financial's SIC code is 1382 - Oil and Gas Field Exploration Services NAICS code is 523110 - Investment Banking and Securities Dealing.

How many employees does Goodman Financial have currently?

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As of September 2024, Goodman Financial has approximately 21 employees across 2 continents, including North AmericaOceania. Key team members include Chief Operating Officer/Chief Compliance Officer: C. J.Chief Investment Officer: C. M.Chief Client Officer: L. M.. Explore Goodman Financial's employee directory with LeadIQ.

What industry does Goodman Financial belong to?

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Goodman Financial operates in the Financial Services industry.

What technology does Goodman Financial use?

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Goodman Financial's tech stack includes W3 Total CachejQuery MigrateRevsliderPHPCloudflare Bot ManagementGoogle Tag ManagerVimeoSlider Revolution.

What is Goodman Financial's email format?

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Goodman Financial's email format typically follows the pattern of . Find more Goodman Financial email formats with LeadIQ.

When was Goodman Financial founded?

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Goodman Financial was founded in 1988.
Goodman Financial

Goodman Financial

Financial ServicesTexas, United States11-50 Employees

We are a Texas-owned, fee-only investment management and financial advisory firm with no affiliation with insurance companies, banks, mutual funds or brokerage firms. Our high ethical standards and independence ensure that all investment decisions are made with our clients’ best interest as our top priority. We are committed to philanthropy and giving back to our community.

Our clients are 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. Client retention has historically averaged over 95 percent annually, and many of our new clients are referrals from existing clients.

We actively manage individual stocks and bonds in customized investment portfolios and provide financial advice while avoiding unnecessary risk. This approach allows for greater flexibility, tax efficiency and lower expenses. Additionally, investment assets are held through insured, third-party custodians.

Founded in 1989, our team is highly credentialed, with extensive experience and expertise. They serve our clients by deciphering the noise sometimes created by the media, make prudent investment decisions and maintain focus on our clients’ long-term objectives.
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*Testimonials are provided by current clients and endorsements by persons other than current clients.  No compensation was provided for any testimonial or endorsement.  As a result, there are no material conflicts of interest on the part of the person giving the testimonial or endorsement and Goodman Financial Corporation’s relationship with such person.*

Section iconCompany Overview

Headquarters
5177 Richmond Ave. Ste 700 Houston, Texas 77056 US
Phone number
SIC Code
1382 - Oil and Gas Field Exploration Services
Stock Symbol
N/A
NAICS Code
523110 - Investment Banking and Securities Dealing
Founded
1988
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Goodman Financial's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Goodman Financial's revenue is in the range of $10M

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