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RIA · CRD 139958SEC-Registered

Updated:

Goodrich Financial Group

Goodrich Financial Group, LLC is an SEC-registered investment adviser in Escondido, CA. It manages approximately $14 million in regulatory assets.

Overview

Goodrich Financial Group, LLC is an SEC-registered investment adviser in Escondido, CA. It manages approximately $14 million in regulatory assets. The firm has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

What is Goodrich Financial Group's primary investment strategy?

Goodrich Financial Group focuses on direct investments in private companies and commercial real estate. The firm favors equity positions that offer operational influence or outright control. Its permanent capital base enables long holding periods without the pressure of fund-life constraints, making it a natural counterparty for business owners seeking patient, family-backed capital rather than institutional private equity.

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