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United Capital Financial Advisers, LLC Information

Goldman Sachs Personal Financial Management is a national wealth management practice with more than 240 financial advisors in 100 offices throughout the U.S. helping clients live the life they want. United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

View Top Employees from United Capital Financial Advisers, LLC
Website http://goldmanpfm.com
Revenue $179 million
Employees 143 (107 on RocketReach)
Founded 2005
Address 620 Newport Center Drive Suite 500, Newport Beach, California 92660, US
Phone (949) 999-8500
Fax (949) 999-8545
Technologies
Industry Investment Banking, Wealth Management, Finance, Wealth Counseling, Financial Planning, Investment Management, Personal Cfo, Wealth Planning, Financial Life Management, Growth Strategies, Acquistions, Investments, Insurance
Keywords Wealth Management, Financial Advising, Investment Planning Services, Retirement Planning, Full Service Brokerage, Asset Management, Corporate Finance, Investment Banking Services, Private Wealth Management, Institution
Competitors Carson Wealth, Dynasty Financial Partners, Hubert Burda Media, Morgan Stanley Smith Barney LLC, VWG Wealth Management
SIC SIC Code 73 Companies, SIC Code 738 Companies
NAICS NAICS Code 52 Companies, NAICS Code 5223 Companies, NAICS Code 522 Companies, NAICS Code 52232 Companies

United Capital Financial Advisers, LLC Questions

The United Capital Financial Advisers, LLC annual revenue was $179 million in 2024.

Steven Fu is the Vice President of Finance of United Capital Financial Advisers, LLC.

107 people are employed at United Capital Financial Advisers, LLC.

United Capital Financial Advisers, LLC is based in Newport Beach, California.

The NAICS codes for United Capital Financial Advisers, LLC are [52, 5223, 522, 52232].

The SIC codes for United Capital Financial Advisers, LLC are [73, 738].

Top United Capital Financial Advisers, LLC Employees

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