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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Goldman Financial Planning LLC
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|---|---|
| CRD # | 164542 |
| SEC # | 801-118146 |
| CIK # | |
| AUM | $148.4 M (2024-12-10) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 207-781-3500 |
| Address | 19 Northbrook Drive Falmouth, ME 04105 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 30.5 |
| (b) Individuals (high net worth individuals) | 44 | 103.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 14.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 400 | 148.4 |
| By Discretionary | ||
| Discretionary | 400 | 148.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 400 | 148.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.4 | |
| Total | 400 | 148.4 |
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|---|---|---|
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CA | 0.2 |
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Clearbrook Investment Solutions LLC
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NY | 0.1 |
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CA | 0.1 |
|
Meliora Capital LLC
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OK | 0.1 |
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Spectrum Advisors Inc
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TX | 0.1 |
|
Englebert Financial Advisers LLC
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PA | 0.1 |
|
Vauban Wealth Management
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PR | 0.1 |
|
Intentional LLC
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SC | 0.1 |
|
The ETF Store Inc
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KS | 0.1 |
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Oak Financial Group Inc
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0.1 |