Elwood & Goetz Wealth Advisory is an investment advisor in Athens with $558.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273195946
SEC advisor number
801-109935
FINRA CRD number
154839
AUM ?
$564.49 mm
(as of 1 Dec 23)
Accounts
2,653
(as of 1 Dec 23)
Employees
21
(18 investment advisory or research)
Address
Elwood & Goetz Wealth Advisory
687 S. MILLEDGE AVE
ATHENS
GA 30605
687 S. MILLEDGE AVE
ATHENS
GA 30605
Phone
706-548-1025
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21