Insights

Fiduciary Advantage Leverage GoodWin's fiduciary, fee-only model to attract growth-oriented clients in Florida, Georgia, and New York who seek transparent pricing and long-term, tax-efficient planning.

Outsourced Growth With a lean team, target partnerships for outsourced operations, compliance support, client service, and marketing to scale capabilities without headcount growth.

Tech Modernization Propose a modernized tech stack including a CRM, marketing automation, secure client portal, and integrated reporting to improve lead conversion, client onboarding, and ongoing engagement.

Compliance Security Highlight multi-state registrations as a growth driver and offer robust compliance, cybersecurity, and regulatory reporting solutions to build trust and win larger discretionary accounts.

ESG Offerings Introduce ESG and sustainable investing options with transparent performance reporting to meet client demand, differentiate from peers, and expand advisory services.

GoodWin Asset Management Tech Stack

GoodWin Asset Management uses 8 technology products and services including Google Workspace, Chart.js, core-js, and more. Explore GoodWin Asset Management's tech stack below.

  • Google Workspace
    Email
  • Chart.js
    Javascript Graphics
  • core-js
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • LiteSpeed
    Web Servers
  • prettyPhoto
    Web Tools And Plugins

Media & News

GoodWin Asset Management's Email Address Formats

GoodWin Asset Management uses at least 1 format(s):
GoodWin Asset Management Email FormatsExamplePercentage
First@goodwinasset.comJohn@goodwinasset.com
100%

Frequently Asked Questions

Where is GoodWin Asset Management's headquarters located?

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GoodWin Asset Management's main headquarters is located at 3298 Summit Boulevard Suite 51 Pensacola, Florida 32503 United States. The company has employees across 1 continents, including North America.

What is GoodWin Asset Management's phone number?

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You can contact GoodWin Asset Management'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 GoodWin Asset Management's official website and social media links?

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GoodWin Asset Management's official website is goodwinasset.com and has social profiles on LinkedIn.

What is GoodWin Asset Management's NAICS code?

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GoodWin Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does GoodWin Asset Management have currently?

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As of June 2026, GoodWin Asset Management has approximately 1 employees across 1 continents, including North America. Key team members include Chief Financial Officer: S. S.. Explore GoodWin Asset Management's employee directory with LeadIQ.

What industry does GoodWin Asset Management belong to?

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GoodWin Asset Management operates in the Financial Services industry.

What technology does GoodWin Asset Management use?

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GoodWin Asset Management's tech stack includes Google WorkspaceChart.jscore-jsjQuery MigratereCAPTCHAGoogle Tag ManagerLiteSpeedprettyPhoto.

What is GoodWin Asset Management's email format?

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GoodWin Asset Management's email format typically follows the pattern of First@goodwinasset.com. Find more GoodWin Asset Management email formats with LeadIQ.
GoodWin Asset Management logo

GoodWin Asset Management

Financial ServicesFlorida, United States0-1 Employees

GoodWin Asset Management, Inc. operates in the financial services sector as a fee-only investment management and financial planning firm registered in Florida, Georgia, and New York. Based in Pensacola, Florida, the firm emphasizes independent management without selling products from other institutions, aiming to avoid hidden fees while focusing on long-term, tax-efficient, and conservatively structured portfolios. Its approach centers on thorough analysis before any trades, seeking to align asset allocation with clients’ future goals and minimize turnover. The target market includes clients seeking unbiased, fee-based asset management and financial planning, with a focus on transparent pricing and a commitment to performance over short-term trading. The company presents itself as independent from product sales commissions and positions itself within the broader financial services industry as a fiduciary-like, fee-only adviser dedicated to objective investment decision-making. A recent development noted is its registration across three states, underscoring an expansion of its fiduciary footprint.

Section iconCompany Overview

Headquarters
3298 Summit Boulevard Suite 51 Pensacola, Florida 32503 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    GoodWin Asset Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    GoodWin Asset Management's revenue is estimated to be in the range of $1M$10M

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