Goldman Sachs Personal Financial Management

Investment Advisor
in Mill Valley, CA

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About this Advisor

Brian Frack is a financial advisor working in Mill Valley, California, with a total of 21 years of financial industry experience. Frack currently works for Goldman Sachs Personal Financial Management. During their career, the advisor has held roles at Lucas Valley Community Church, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and United Capital Financial Advisers, LLC. Frack holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Goldman Sachs Personal Financial Management is an advisory business that has its headquarters in Mill Valley, California. The investment advisory business has offices in 96 locations and a total of 758 people on staff. It controls $17 billion in total assets across its 75,551 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 188 charities and foundations. Of its 75,551 accounts, 38% belong to high-net-worth clients who have at least $1 million in assets. Goldman Sachs Personal Financial Management performs a wide range of services, such as 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 for financial management typically are based on which services the firm provides the client. However, fee types billed by Goldman Sachs Personal Financial Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

21 years

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

655 Redwood Highway Suite 370
Mill Valley, CA 94941

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

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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

Brian Frack Work History

Brian has 21 years of experience.

2015 - Present (8 years)

United Capital Financial Advisers, LLC

2014 - 2015 (1 year)

Cetera Financial Specialists LLC

2014 - 2015 (1 year)

Cetera Investment Advisers LLC

2001 - 2014 (13 years)

Lucas Valley Community Church


Brian Frack has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Goldman Sachs Personal Financial Management

Diana Hallas
Carnegie, PA
Brittney Thomas
Evansville, IN
Daniel Walsh
Philadelphia, PA
Michael Antczak
Miami, FL
Timothy Long
Little Rock, AR
Monalynd Young
Irving, TX
Michael Jeans
Boca Raton, FL
Lucas Seely
Westport, CT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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