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Sahana Madhanagopal

Lafleur & Godfrey Private Wealth Management

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About Sahana Madhanagopal

Sahana Madhanagopal is an investment advisor representative with LaFleur & Godfrey Private Wealth Management. Sahana has been in the financial industry since 2023, previously working with Macquarie Capital (USA) Inc. Sahana holds the Series 63, Series 7TO, Series 87, and SIE licenses. Sahana is a Chartered Financial Analyst. Sahana specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, publication of periodicals, and credit and cash management solutions.

Firm Information

Sahana Madhanagopal is currently registered with Lafleur & Godfrey Private Wealth Management. Lafleur & Godfrey Private Wealth Management is a registered investment advisor headquartered in GRAND RAPIDS, MI. The firm manages approximately $870 million in discretionary assets for 777 accounts. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer credit and cash management solutions and insurance solutions.
Lafleur & Godfrey Private Wealth Management

625 KENMOOR AVE SE

GRAND RAPIDS, MI 49546

$870.04M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sahana Madhanagopal’s Registration & Firm History

MI

04/17/2024 - Present

Lafleur & Godfrey Private Wealth Management (GRAND RAPIDS MI)

NY

08/05/2023 - 03/11/2024

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sahana Madhanagopal.
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