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GOODFINCH MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 309789 · IAPD ↗ · goodfinch.com · 415-570-7177

$1.56BRegulatory AUM
14Advisory reps
23Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — GOODFINCH MANAGEMENT, LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — GOODFINCH MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — GOODFINCH MANAGEMENT, LLC crossed $1B in regulatory AUM ($523.3M -> $1.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — GOODFINCH MANAGEMENT, LLC crossed $500M in regulatory AUM ($325.8M -> $523.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.