GOODMAN FINANCIAL Overview
Goodman Financial Corp is an investment advisor that manages 305.8 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 344MM in positions, representing 113% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 344MM in positions, representing 113% of the manager's regulatory AUM.
GOODMAN FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
GOODMAN FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCSH | 6.9% | ETF | -0.24% | -0.15% | 0 | 7% | ||
| SPDW | 6.07% | ETF | 2.12% | -0.14% | 0 | 4% | ||
|
Get the Full Report |
||||||||
FEATURED IN
GOODMAN FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven R. Goodman | President | December-1988 |
| Michael D. Viator | Shareholder | October-2009 |
| Charlotte M. Jungen | Chief Compliance Officer | March-2015 |
GOODMAN FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GOODMAN FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Goodman Financial understands that investing in securities involves risk of loss that clients should be prepared to bear. At the same time, we utilize methods of security analysis which are attentive to risk factors that may impact the value of a security.
Research information is generated both internally and obtained from external sources. We carefully study this information and evaluate it based on numerous quantitative and qualitative considerations. Our Chief Investment Officer manages the research and analysis function.
3
Below is a partial listing of external research sources we may utilize:
• Prospectuses and filings with the Securities and Exchange Commission including annual reports,
10Ks and 10Qs
• Corporate rating services
• Research materials prepared by others
• Company earnings announ...
Get the Full Report
Methods of Analysis
Goodman Financial understands that investing in securities involves risk of loss that clients should be prepared to bear. At the same time, we utilize methods of security analysis which are attentive to risk factors that may impact the value of a security.
Research information is generated both internally and obtained from external sources. We carefully study this information and evaluate it based on numerous quantitative and qualitative considerations. Our Chief Investment Officer manages the research and analysis function.
3
Below is a partial listing of external research sources we may utilize:
• Prospectuses and filings with the Securities and Exchange Commission including annual reports,
10Ks and 10Qs
• Corporate rating services
• Research materials prepared by others
• Company earnings announ...
Get the Full Report
GOODMAN FINANCIAL Portfolio Concentration
GOODMAN FINANCIAL Location
5177 RICHMOND AVENUE
SUITE 700
HOUSTON, Texas
UNITED STATES, 77056
SUITE 700
HOUSTON, Texas
UNITED STATES, 77056
GOODMAN FINANCIAL Contact Information
Phone Number: 713-599-1777
Fax Number: 713-599-1811
Website: http://www.goodmanfinancial.com
Fax Number: 713-599-1811
Website: http://www.goodmanfinancial.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
