Transcription of Financial Planning and Investment Management Services …
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Financial Planning and Investment Management Services …
Financial Planning and Investment Management Services brochure for The Ayco Company, d/b/a Goldman Sachs Ayco Personal Financial Management 100 Coliseum Drive Cohoes, NY 12047. (518) 886-4000. and United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management 620 Newport Center Drive, Suite 500. Newport Beach, CA 92660. (949) 999-8500. This brochure provides information about the qualifications and business practices relating to the Financial Planning and Investment Management Services offered by The Ayco Company, d/b/a Goldman Sachs Ayco Personal Financial Management ( Ayco ) and United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management ( GS PFM ) (collectively, the Advisers ).
30, 2021, the Advisers have combined their ADV brochures into a single brochure (“Brochure”). The Brochure has been duly filed under each Adviser’s Investment Adviser Public Disclosure (IAPD) with the SEC. In addition, this Brochure contains updated and expanded disclosures relating to business operations,
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