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GOLDMAN SACHS WEALTH SERVICES, L.P.
COHOES, NY
518-886-4000
SEC #801-48238Total AUM
$31.7B
Employees
1,923Clients
117,699Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 COLISEUM DRIVE
COHOES
NY 12047
United States
COHOES
NY 12047
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
518-886-4000
Other Offices
23
Financials
Total AUM
$31.7B
Accounts
36,184Discretionary
$31.7B
Accounts
36,184Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
76,550AUM
$0
HNW Individual Clients
38,800AUM
$24.8B
Pension/Profit Sharing Plan Clients
9AUM
$6.9M
Charitable Organization Clients
75AUM
$902M
Corporation or Business Clients
30AUM
$107.2M
Other Clients
2,235AUM
$5.9B
Description of Other Clients
VARIOUS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
License Revocation/SuspensionMisdemeanor ConvictionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.