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Goodman, Steven Charles (Lincolnwood)


Goodman, Steven Charles is a large advisory firm based in Lincolnwood. It manages $123.53 million of regulatory assets for 597 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.

Goodman, Steven Charles provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goodman, Steven Charles: assets under management

The assets under management (AUM) of Goodman, Steven Charles is $123.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $123.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.91 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Goodman, Steven Charles 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.

Based in Lincolnwood

The principal office where Goodman, Steven Charles performs its advisory services is located at 6676 N. Lincoln Ave., Lincolnwood, IL 60712, 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 847-677-6378 or by fax 847-677-3550. The normal business hours are 9-5 on Monday - Friday.


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