1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GARY GOLDBERG PLANNING SERVICES

Map pinLOCUST VALLEY, NY
Phone(516) 609-0291
NotebookSEC #801-81097
Total AUM
$485.6M
Employees
26
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
119 BIRCH HILL RD
LOCUST VALLEY
NY 11560
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(516) 609-0291
Other Offices
1

ReceiptFinancials

Total AUM
$485.6M
Accounts
488
Discretionary
$240.7M
Accounts
426
Non-Discretionary
$244.8M
Accounts
62

ContactClients

View more in analytics →

Individual Clients
438
AUM
$71.8M
HNW Individual Clients
50
AUM
$413.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARING IN PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILMAMDMIMNNCNENHNJNVNYPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account