Goldman Sachs Wealth Services, L.P.

RIASEC RegisteredEst. 1994

Total AUM

$31.7B

Discretionary

$31.7B

100% of AUM

Avg account

$876K

Accounts

36,184

Employees

1,923

Advisory reps

1,089

Firm details

Headquarters: Cohoes, New York
CRD number: 106693
Registered since: December 9, 1994
Website: www.ayco.com
Custodians: GOLDMAN SACHS & CO. LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI78.32%
Other18.48%
Charitable Organizations2.85%
Corporations / Businesses0.34%
Pension & Profit Sharing Plans0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Goldman Sachs Wealth Services, L.P. operates as a limited partnership that provides advisory and wealth services to individual, family and institutional clients. The firm is SEC-registered (since 1994) and is described in the data as a capital allocator that combines fee approaches including percentage of assets under management, hourly fees, subscription and fixed fees. Core advisory activities listed for the business include financial planning, portfolio management for individuals/small businesses and for institutions, selection of other advisers, and educational publications and seminars. The firm is flagged as an active ESG investor and also engages in periodic publications and client education.