Goldman Sachs Personal Financial Management
Goldman Sachs Personal Financial Management (CRD# 134600) is a financial advisory firm headquartered in Newport Beach, CA. They manage $13,178,742,322 in 82,991 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management13,179MILLION
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Total Number of Accounts82,991ACCOUNTS
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Average Account Value$158,797
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
John Abriola (CRD# 1563684) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Carnegie, PA and has over 36 years of experience in the finance industry.
Amber Andregg (CRD# 5623423) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Irving, TX and has over 12 years of experience in the finance industry.
Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in North Wales, PA and has over 8 years of experience in the finance industry.
Heather Ankstitus (CRD# 5602794) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Holyoke, MA and has over 9 years of experience in the finance industry.
Chris Badciong (CRD# 2000156) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Memphis, TN and has over 15 years of experience in the finance industry.
Theodore Baker (CRD# 4800873) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Moline, IL and has over 19 years of experience in the finance industry.
Christopher Battreall (CRD# 4089104) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Modesto, CA and has over 23 years of experience in the finance industry. Christopher Battreall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in The Woodlands, TX and has over 15 years of experience in the finance industry. Stephen Bauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Beattie (CRD# 4004028) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in New York, NY and has over 23 years of experience in the finance industry. William Beattie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Bennett (CRD# 6122751) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Irving, TX and has over 10 years of experience in the finance industry. Matthew Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.