Goldberg Gary Planning Services Inc (Suffern)

Goldberg Gary Planning Services Inc is a large advisory firm based in Suffern. It manages $138.4 million of regulatory assets for 1,258 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 10 other states.

Goldberg Gary Planning Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldberg Gary Planning Services: assets under management

The assets under management (AUM) of Goldberg Gary Planning Services Inc is $138.4 million. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.9 million in discretionary accounts and $2.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $67.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldberg Gary Planning Services Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Goldberg Gary Planning Services Inc

Arnold Elliott Reiter has been acting as President since 1 Jan 1998. William Carbonari joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Gary Goldberg & Co.	Parent company	1 Jun 1973	75% - 100%	6482
Gary Mark Goldberg	President,treasurer,director	1 Jun 1973	Other	223919
Arnold Elliott Reiter	Secretary	1 May 1997	Other	4392129
Arnold Elliott Reiter	Director	1 Jan 1998	Other	4392129
William Carbonari	Director	1 Jan 1998	Other	4391154

Based in Suffern

The principal office where Goldberg Gary Planning Services Inc performs its advisory services is located at 75 Montebello Rd, Suffern, NY 10901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.