Goldman Sachs Ayco

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Albany
CRD Number
Website goldmansachs.com
Client types

Overview

Goldman Sachs Ayco provides financial planning and wealth management for executives, employees, retirees, and individual investors. The offering spans workplace financial planning for employers and comprehensive planning for individuals, including a Personal Wealth option through which high-net-worth clients can access custom investment management and the Goldman Sachs investment platform. The page describes a “full-service executive wealth planning” model featuring a “Personal CFO” single point of contact, asset-allocation recommendations from the Wealth Management Investment Strategy Group, and comprehensive guidance across seven planning disciplines, including benefits and compensation, retirement, cash flow, investments, estate planning, taxes, risk management, and insurance. Goldman Sachs Ayco is presented as a brand of Goldman Sachs Wealth Services, L.P., a registered investment adviser and subsidiary of The Goldman Sachs Group, Inc. Brokerage services are offered through Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Goldman Sachs Ayco

Platform Details

Investment Preferences

Alternative Activity

Address

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