Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management
Formerly	United Capital
Company type	Division
Industry	Financial services
Founded	2005
Founders	Joe Duran; Bob Doede;
Defunct	2023
Fate	Acquired
Successor	Creative Planning
Headquarters	Newport Beach, California, United States
Area served	Worldwide
Key people	Joe Duran (CEO); Bob Doede (Chairman); Jon Frojen (CFO);
Services	Financial life management, investment management
AUM	US$ 24 billion (2018)
Number of employees	487 (2023)
Parent	Goldman Sachs; (2015–23); Creative Planning; (2023–present);
Website	www.goldmanpfm.com

Goldman Sachs Personal Financial Management (GSPFM) was a former division of Goldman Sachs responsible for wealth management of high-net-worth individuals. It had 74 offices in the United States and managed $25 billion in assets.

In November 2023, it was announced that Creative Planning had completed the acquisition of GSPFM.

In 2021, the average customer had $1.3 million in assets managed by the division. A separate division, Goldman Sachs Private Wealth Management, serves ultra high-net-worth individuals where customers have at least $10 million in investable assets.

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