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Goodrich Asset Management LLC (New Albany)


Goodrich Asset Management LLC is an adviser based in New Albany. It manages $5 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.

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Goodrich Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goodrich Asset Management: assets under management

The assets under management (AUM) of Goodrich Asset Management LLC is $5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $555.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goodrich Asset Management LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in New Albany

The principal office where Goodrich Asset Management LLC performs its advisory services is located at 7558 N. Goodrich Square, New Albany, OH 43054, 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 614-402-5763 or by fax NONE. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.goodrichassetmanagement.com.


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