WebJan 30, 2024 · Elwood & Goetz Wealth Advisory Group, LLC reduced their investment in ARCA:SPSB by 68,803 shares. The trade had a 0.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.58. On 01/30/2024, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.645 per share and a market …
Joseph W. Goetz at Elwood & Goetz Wealthminder
WebMelissa Barron (CRD# 5477940) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has over 14 years of experience in the finance industry. Melissa Barron has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification Examination, … WebElwood & Goetz Wealth Advisory Group employs 20 employees. The Elwood & Goetz Wealth Advisory Group management team includes Ben Jacobs (Partner and CFO) , Lindsay Elwood-Goetz (Founding Partner + Chief Executive Officer) , and Lindsay Elwood (Managing Partner) . naughtons in tucson
Gamechangers - Athens Area Chamber of Commerce
WebAlden Shmerling is a partner and the chief planning officer at Elwood & Goetz. In her role, she oversees and steers the firm’s financial planning services, leads an advisory team, and manages client relationships. … WebApr 9, 2024 · Elwood & Goetz Wealth Advisory Group LLC bought a new position in shares of 3M (NYSE:MMM - Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,708 shares of the conglomerate's stock, valued at approximately $205,000. ... WebElwood & Goetz Firm's CRD Number: 154839 687 S Milledge Ave, Athens, GA 30605 By the Numbers Total Assets Under Management 558 MILLIONS Total Number of Accounts 2,617 ACCOUNTS Average Account Value $213,397 Compensation Options A percentage of assets under your management Hourly charges Fixed fees (other than subscription fees) maritime trench coats