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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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300:, 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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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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406:"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
474:"United Capital's Duran: Wealth management is dead. Long live life management!"
432:"How Goldman Sachs Is Getting Cozy With Main Street Investors and Their Money"
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274:. It had 74 offices in the United States and managed $ 25 billion in assets.
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618:"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
578:, 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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385:"United Capital acquires 30-year-old Chapel Hill advisory firm"
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456:"Relationship with Goldman Sachs Private Wealth Management"
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Investment management companies of the United States
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364:"ABOUT GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT"
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918:Financial services companies based in California
903:Financial services companies established in 2005
188:Financial life management, investment management
589:"Goldman Sachs Puts Its Name on United Capital"
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913:Companies based in Newport Beach, California
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264:Goldman Sachs Personal Financial Management
28:Goldman Sachs Personal Financial Management
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877:List of former employees of Goldman Sachs
281:had completed the acquisition of GSPFM.
277:In November 2023, it was announced that
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270:responsible for wealth management of
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343:"United Capital Acquires Two Firms"
556:"Joe Duran's journey out of chaos"
383:Lauren K. Ohnesorge (2015-04-14).
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908:2005 establishments in California
525:"United Capital acquires three".
266:(GSPFM) was a former division of
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286:ultra high-net-worth individuals
784:Goldman Sachs Capital Partners
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938:2023 mergers and acquisitions
933:2019 mergers and acquisitions
554:Diana Britton (2014-04-14).
497:"Turning advice on its head"
472:Gil Weinreich (2015-04-15).
862:Goldman Sachs controversies
494:Dan Jamieson (2013-10-13).
387:. Triangle Business Journal
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272:high-net-worth individuals
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131:Newport Beach, California
867:Goldman Sachs Foundation
616:Son, Hugh (2023-08-28).
539:: CS1 maint: location (
527:Private Asset Management
852:10,000 Small Businesses
805:Commodities Corporation
558:. Wealth Management.com
341:FA Staff (2015-06-15).
882:Symphony Communication
815:NN Investment Partners
198:US$ 24 billion (2018)
798:Historical components
506:Crain Communications
789:Petershill Partners
529:. p. 6. 2008-12-15.
345:. Financial Advisor
204:Number of employees
29:
724:(Chairman and CEO)
716:Lloyd C. Blankfein
597:. January 29, 2020
430:Pendleton, Devon.
55:Financial services
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718:(Senior Chairman)
412:. 3 November 2023
279:Creative Planning
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120:Creative Planning
16:(Redirected from
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682:Samuel Sachs
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599:. Retrieved
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436:ThinkAdvisor
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347:. Retrieved
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309:M&T Bank
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126:Headquarters
41:Company type
759:Mark Carney
601:January 30,
253:.goldmanpfm
174:Jon Frojen
145:Area served
897:Categories
702:executives
562:2015-10-20
511:2015-10-20
480:2015-10-20
441:2023-06-05
416:2023-12-15
391:2015-10-20
369:2020-04-05
349:2015-10-20
325:References
170:(Chairman)
168:Bob Doede
162:Joe Duran
155:Key people
824:Buildings
777:Divisions
744:Gary Cohn
535:cite news
227:(2015–23)
149:Worldwide
116:Successor
85:Bob Doede
82:Joe Duran
872:GreenSky
670:Founders
594:Barron's
185:Services
111:Acquired
76:Founders
51:Industry
45:Division
33:Formerly
709:Current
700:Notable
292:History
246:Website
98: (
93:Defunct
66: (
61:Founded
845:Others
732:Former
214:Parent
459:(PDF)
176:(CFO)
164:(CEO)
622:CNBC
603:2020
541:link
255:.com
108:Fate
100:2023
96:2023
68:2005
64:2005
251:www
194:AUM
899::
620:.
591:.
537:}}
533:{{
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Text is available under the Creative Commons Attribution-ShareAlike License. Additional terms may apply.