Allison
Chema
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Allison Chema is a financial advisor who works in Newport Beach, California with 2 years of industry experience. Chema is on the advisory team at Goldman Sachs Ayco Personal Financial Management. Throughout their career, Chema has worked at Ayco, A Goldman Sachs Company, Uci Student Housing, California State Summer School For Mathematics And Sciene, Kumon Math And Reading Center, Granada Hills Charter High School, University Of California Irvine and Ernest Lawrence Middle School. Chema holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Goldman Sachs Ayco Personal Financial Management is a registered investment company that has its headquarters in Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 financial advisors. It controls $29 billion in total assets between its 68,279 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 customer accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. Goldman Sachs Ayco Personal Financial Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees vary depending on the type of services provided. Fee types billed by Goldman Sachs Ayco Personal Financial Management most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Ayco Personal Financial Management Brokerage Details
$28,618,921,599
1,774
68,279
$419,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Allison Chema Work History
Allison has been registered as a financial advisor for 2 years.*
Ayco, A Goldman Sachs Company
Uci Student Housing
California State Summer School For Mathematics And Sciene
University Of California Irvine
Kumon Math And Reading Center
Granada Hills Charter High School
Ernest Lawrence Middle 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 Allison Chema 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 Ayco Personal Financial Management
Deerfield, IL
Newport Beach, CA
Deerfield, IL
Deerfield, IL
New York, NY
Deerfield, IL
Saratoga Springs, NY
Dallas, TX
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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