Goldman Sachs Ayco Personal Financial Management

Goldman Sachs Ayco Personal Financial Management

Cohoes, New York

Goldman Sachs Ayco Personal Financial Management is a renowned regional investment advisory firm headquartered in Cohoes, NY. With a network of 24 offices, the company offers comprehensive financial planning and investment management services to a diverse clientele. Led by a team of highly skilled professionals, Goldman Sachs Ayco Personal Financial Management boasts a total workforce of 1,774 employees, with 875 dedicated to providing expert investment advisory services. With an impressive average of approximately $32,710,000 in assets under management per investment advisor, the firm's advisors are well-equipped to guide client...see more

Assets Under Mgmt

$28.62B

Investment Professionals

875

Locations

23

% 401K & Individual

22%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Subscription Fees
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Disclosures

  • Do any of the events below involve you or any of your supervised persons?
  • Convicted or guilty of a felony (10 yrs)
  • Charged with a felony (10 yrs)
  • Convicted or pled guilty to misdemeanor involving investments (10 years)
  • SEC or CFTC violation of regulation or statutes
  • SEC or CFTC entered an order against you in connection to investment related activities
  • SEC or CFTC imposed civil money penalty or cease and desist from an activity
  • Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
  • Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
  • Orders brought against in connection to investment related activities (10yrs)
  • Had investment related business activity restricted by federal regulatory agency
  • Attorney, accountant, or federal contractor privileges been revoked or suspended

Reviews for Goldman Sachs Ayco Personal Financial Management

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