Insights

Unique Fee Structure GoodWin Asset Management's fee-only model ensures transparent and straightforward pricing, appealing to clients seeking unbiased advice without conflicts of interest, making it an attractive partnership for advisors or platforms focusing on fee-only investment solutions.

Conservative Investment Approach Their focus on long-term, tax-efficient, low-turnover portfolios aligns with clients valuing stability and responsible investing, presenting opportunities to collaborate with firms targeting sustainable and growth-oriented investment offerings.

Market Positioning As a boutique firm with a small team and moderate revenue, GoodWin offers personalized services and may be looking for strategic alliances or technology partnerships to scale their operations or enhance their service delivery.

Technological Engagement Utilizing a range of digital tools such as Mailchimp, Google Tag Manager, and media plugins indicates a digitally-savvy company open to innovative tech collaborations that can improve client engagement and operational efficiency.

Potential Growth Opportunities With an active presence in multiple states and an emphasis on fee-only advice, GoodWin is positioned to expand its client base and could benefit from services that support client acquisition, retention, or compliance in a regulatory environment focused on transparency and fiduciary responsibility.

GoodWin Asset Management Tech Stack

GoodWin Asset Management uses 8 technology products and services including Mailchimp, jQuery, jQuery Migrate, and more. Explore GoodWin Asset Management's tech stack below.

Mailchimp

jQuery

Javascript Libraries

jQuery Migrate

Javascript Libraries

Slider Revolution

Miscellaneous

Google Tag Manager

Tag Management

MediaElement.js

Video Players

Apache

Web Servers

prettyPhoto

Web Tools And Plugins

GoodWin Asset Management Email Formats	Example	Percentage
First@goodwinasset.com	John@goodwinasset.com	100%

GoodWin Asset Management Email Formats

Example

Percentage

First@goodwinasset.com

John@goodwinasset.com

100%

Frequently Asked Questions

Where is GoodWin Asset Management's headquarters located?

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?

You can contact GoodWin Asset Management's main corporate office by phone at

+1-850-470-****

. 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?

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

What is GoodWin Asset Management's NAICS code?

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

How many employees does GoodWin Asset Management have currently?

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

What industry does GoodWin Asset Management belong to?

GoodWin Asset Management operates in the Financial Services industry.

What technology does GoodWin Asset Management use?

GoodWin Asset Management's tech stack includes MailchimpjQueryjQuery MigrateSlider RevolutionGoogle Tag ManagerMediaElement.jsApacheprettyPhoto.

What is GoodWin Asset Management's email format?

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

Q: How many employees does GoodWin Asset Management have currently?

GoodWin Asset Management has approximately 1 employees.

Q: What technology does GoodWin Asset Management use?

GoodWin Asset Management's tech stack includes Google Analytics, Font Awesome, oEmbed, Babel, LiteSpeed.

Q: What is GoodWin Asset Management's NAICS code?

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

Financial ServicesFlorida, United States0-1 Employees

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.

Insights

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