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By 2008, following several acquisitions of investment advisory firms such as Maul
Capital Management, Integrated Financial Management, and Trevethan Capital Partners, United Capital was operating with 47 offices and 350 employees.
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By 2010, United
Capital had over 150 employees and $ 30 million in revenue. The company made its largest acquisition in 2012 when it acquired Zirkin, a $ 1.6 billion firm that was previously part of
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289:, as a national network of independent advisory firms. The company was initially founded, financed and developed by Joe Duran and his business colleagues.
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In 2021, the average customer had $ 1.3 million in assets managed by the division. A separate division, Goldman Sachs
Private Wealth Management, serves
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310:
In August 2023, Goldman Sach's agreed to sell the unit to registered investment advisor
Creative Planning. The acquisition was completed in November.
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395:"Creative Planning, LLC completed the acquisition of Goldman Sachs Personal Financial Management from The Goldman Sachs Group, Inc. (NYSE:GS)"
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750 million and the name of the division was subsequently rebranded as
Goldman Sachs Personal Financial Management on January 30, 2020.
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Goldman Sachs
Personal Financial Management was founded in 2005, under the name
463:"United Capital's Duran: Wealth management is dead. Long live life management!"
421:"How Goldman Sachs Is Getting Cozy With Main Street Investors and Their Money"
263:. It had 74 offices in the United States and managed $ 25 billion in assets.
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607:"Goldman Sachs unloads another business acquired under CEO David Solomon"
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United
Capital scoops up a $ 1.6 billion wealth manager from M&t
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United
Capital was acquired by Goldman Sachs on May 16, 2019, for
567:, Elizabeth MacBride, January 13, 2011, Forbes, February 25, 2016
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where customers have at least $ 10 million in investable assets.
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374:"United Capital acquires 30-year-old Chapel Hill advisory firm"
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445:"Relationship with Goldman Sachs Private Wealth Management"
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Investment management companies of the United States
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353:"ABOUT GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT"
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907:Financial services companies based in California
892:Financial services companies established in 2005
177:Financial life management, investment management
578:"Goldman Sachs Puts Its Name on United Capital"
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902:Companies based in Newport Beach, California
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253:Goldman Sachs Personal Financial Management
17:Goldman Sachs Personal Financial Management
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866:List of former employees of Goldman Sachs
270:had completed the acquisition of GSPFM.
266:In November 2023, it was announced that
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259:responsible for wealth management of
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332:"United Capital Acquires Two Firms"
545:"Joe Duran's journey out of chaos"
372:Lauren K. Ohnesorge (2015-04-14).
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897:2005 establishments in California
514:"United Capital acquires three".
255:(GSPFM) was a former division of
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275:ultra high-net-worth individuals
773:Goldman Sachs Capital Partners
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927:2023 mergers and acquisitions
922:2019 mergers and acquisitions
543:Diana Britton (2014-04-14).
486:"Turning advice on its head"
461:Gil Weinreich (2015-04-15).
851:Goldman Sachs controversies
483:Dan Jamieson (2013-10-13).
376:. Triangle Business Journal
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261:high-net-worth individuals
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120:Newport Beach, California
856:Goldman Sachs Foundation
605:Son, Hugh (2023-08-28).
528:: CS1 maint: location (
516:Private Asset Management
841:10,000 Small Businesses
794:Commodities Corporation
547:. Wealth Management.com
330:FA Staff (2015-06-15).
871:Symphony Communication
804:NN Investment Partners
187:US$ 24 billion (2018)
787:Historical components
495:Crain Communications
778:Petershill Partners
518:. p. 6. 2008-12-15.
334:. Financial Advisor
193:Number of employees
18:
713:(Chairman and CEO)
705:Lloyd C. Blankfein
586:. January 29, 2020
419:Pendleton, Devon.
44:Financial services
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707:(Senior Chairman)
401:. 3 November 2023
268:Creative Planning
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109:Creative Planning
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846:10,000 Women
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671:Samuel Sachs
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588:. Retrieved
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549:. Retrieved
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425:ThinkAdvisor
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403:. Retrieved
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336:. Retrieved
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298:M&T Bank
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115:Headquarters
30:Company type
748:Mark Carney
590:January 30,
242:.goldmanpfm
163:Jon Frojen
134:Area served
886:Categories
691:executives
551:2015-10-20
500:2015-10-20
469:2015-10-20
430:2023-06-05
405:2023-12-15
380:2015-10-20
358:2020-04-05
338:2015-10-20
314:References
159:(Chairman)
157:Bob Doede
151:Joe Duran
144:Key people
813:Buildings
766:Divisions
733:Gary Cohn
524:cite news
216:(2015–23)
138:Worldwide
105:Successor
74:Bob Doede
71:Joe Duran
861:GreenSky
659:Founders
583:Barron's
174:Services
100:Acquired
65:Founders
40:Industry
34:Division
22:Formerly
698:Current
689:Notable
281:History
235:Website
87: (
82:Defunct
55: (
50:Founded
834:Others
721:Former
203:Parent
448:(PDF)
165:(CFO)
153:(CEO)
611:CNBC
592:2020
530:link
244:.com
97:Fate
89:2023
85:2023
57:2005
53:2005
240:www
183:AUM
888::
609:.
580:.
526:}}
522:{{
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Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.