Gilooly, John Goodwin is an adviser based in Saratoga Springs. It manages $16 million of regulatory assets for 364 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.
Gilooly, John Goodwin provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gilooly, John Goodwin is $16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Gilooly, John Goodwin for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Gilooly, John Goodwin performs its advisory services is located at 83 Railroad Place, Saratoga Springs, NY 12866, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-691-0264 or by fax 518-691-0263. The normal business hours are 8:00am - 6:00pm on Monday - Friday.