Role at Asset Allocation & Management
- Title on Schedule A
- Director
- Control
- Eric Goodman is a control person of Asset Allocation & Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Eric Goodman has held the filed role since December 2014.
The firm
Form ADV filed 24 March 2026
Career on record
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Eric Goodman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Eric Goodman
- CRD
- 4352804
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Eric Goodman work?
Eric Goodman has been Director of Asset Allocation & Management Company, LLC since December 2014, and is a control person of the firm.
Leadership at Asset Allocation & Management
- Dan ByrnesChief Executive Officer
- Joseph BorgmannChief Financial Officer
- Chelsea KlassaChief Compliance Officer
- Patrick BoydDirector
- Marco BravoDirector
- Suzette HuovinenDirector
- John SchaeferManaging Member
- Timothy SenechalleChief Investment Officer