Kaffie Goodman & Pitcairn Inc is a large advisory firm based in Corpus Christi. It manages $104.24 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Kaffie Goodman & Pitcairn provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kaffie Goodman & Pitcairn Inc is $104.24 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kaffie Goodman & Pitcairn Inc 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.
Gregory Dean Goodman has been acting as President since 1 Jun 1996. Harold Frederick Pitcairn has served as the Chief Investment Officer since 1 Feb 1999. Alan Thomas Mcclain joined the executive team most recently as the Chief Operating Officer.
The principal office where Kaffie Goodman & Pitcairn Inc performs its advisory services is located at 802 N. Carancahua, Suite 2250, Corpus Christi, TX 78470, 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 361-844-6700 or by fax 361-844-6767. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at kgp-advisors.com.