Investment adviser · CRD 110784

GARY GOLDBERG PLANNING SERVICES INC

Investment adviser filing (IA)

SUFFERN, NY, United States · Form ADV filed Oct 28, 2015

Regulatory AUM
$5.61M
Form ADV · Item 5.F
Client accounts
68
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 28, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

75 MONTEBELLO RD
SUFFERN, NY, 10901, United States

CRD 110784

Filing source

Form ADV 953627 · Oct 28, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.