Chloe
Berentsen

Goldman Sachs Personal Financial Management

CRD#7076542
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Chloe Berentsen is a financial advisor working out of Scottsdale, Arizona with a total of 1 year of relevant experience. Berentsen is on the advisory team at Goldman Sachs Personal Financial Management. Throughout their career, Berentsen has worked at United Capital Financial Advisers, LLC, Arizona State University, Performance Software Corporation, Big Lots and Thunderbird High School. Berentsen maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Arizona. Goldman Sachs Personal Financial Management is an advisory company that has its headquarters in Newport Beach, CA. The firm has offices in 87 locations and a total of 727 employees. It oversees $13 billion in assets under management between its 82,991 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 153 charities and foundations. Of its 82,991 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. The business performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Goldman Sachs Personal Financial Management likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

16427 N Scottsdale Rd Ste 395
Scottsdale, AZ 85254

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

AZ Average: $7,578,581,321
Total Number of Employees

727

AZ Average: 43
Total Number of Accounts

82,991

AZ Average: 3,727
Average Account Size

$158,797

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Chloe Berentsen Work History

Chloe has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

United Capital Financial Advisers, LLC

2016 - 2016 (< 1 year)

Big Lots

2016 - 2017 (1 year)

Big Lots

2015 - 2015 (< 1 year)

Performance Software Corporation

2014 - 2018 (4 years)

Arizona State University

2013 - 2014 (1 year)

Performance Software Corporation

2010 - 2014 (4 years)

Thunderbird High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chloe Berentsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goldman Sachs Personal Financial Management

Timothy Mcbride
Cohoes, NY
Damah Rankin
Irving, TX
Christine Matthew
Los Angeles, CA
Wilmer Fernandez Dominguez
Fort Lauderdale, FL
Monalynd Young
Irving, TX
Matthew Bennett
Irving, TX
Tyson Lokke
Reno, NV
Maureen Kerr
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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