Investment adviser · CRD 164542
GATHER FINANCIAL PLANNING
Investment adviser filing (IA)
GOLDMAN FINANCIAL PLANNING, LLC
FALMOUTH, ME, United States · Form ADV filed Dec 10, 2024
- Regulatory AUM
- $148M Form ADV · Item 5.F
- Client accounts
- 400 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $103,819,211 | 69.9% |
| Individuals | 43 | $30,506,269 | 20.6% |
| Charities | Fewer than 5 | $14,100,853 | 9.5% |
Filing source
Form ADV 1918900 · Dec 10, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Dec 10, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
19 NORTHBROOK DRIVEFALMOUTH, ME, 04105, United States
CRD 164542
Filing source
Form ADV 1918900 · Dec 10, 2024 · 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.