191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
DBA: 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $150.1M |
| Discretionary | $150.1M100% of AUM |
| Client Accounts | 314 |
| Avg Account Size | $478K |
| Employees | 2 |
| Peak AUM | $155.9MFeb 2025 |
| AUM CAGR | +4.7% /yrover 4 yrs · 8 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | 3.7% | +3.2% | +4.7% | |
| Discretionary AUM | $150M | ||||
Key Metrics
| Total AUM | $150.1M |
| Discretionary | $150.1M |
| Employees | 2 |
| Client Accounts | 314 |
Contact & Location
Address
191 GODWIN AVENUE
WYCKOFF NJ 07481-2052
Phone
201-560-1993
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$150M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Commodity Pool Operator
Related Entities (Item 7)
Insurance Company