Goldman Sachs Personal Financial Management - Ownership and Business Overview

Financial ServicesCompany

Goldman Sachs Personal Financial Management Ownership

Who owns Goldman Sachs Personal Financial Management?

Goldman Sachs Personal Financial Management is owned by Creative Planning. It was acquired on August 28, 2023.

Goldman Sachs Personal Financial Management Business Overview

Where is Goldman Sachs Personal Financial Management headquartered?

Goldman Sachs Personal Financial Management is headquartered in Newport Beach, California.

What sector is Goldman Sachs Personal Financial Management in?

Goldman Sachs Personal Financial Management is a financial services company.

When was Goldman Sachs Personal Financial Management founded?

Goldman Sachs Personal Financial Management was founded in 2005.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 133 acquisitions of financial services companies in 2023, including 18 acquisitions by private equity firms, and 115 by strategics.

Goldman Sachs Personal Financial Management

United Capital Financial Advisers LLC

620 Newport Center Drive, Suite 500,
Newport Beach, California 92660
United States,
www.goldmanpfm.com

Goldman Sachs Personal Financial Management is a registered investment adviser that provides wealth management services throughout the U.S. Goldman Sachs Personal Financial Management was formed in 2005 and is based in Newport Beach, California.


Company Summary

SECTOR

Financial Services

Established

2005

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