Charles
Haynor

Goldman Sachs Personal Financial Management

CRD#1689289
Investment Advisor
in Mill Valley, CA

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About this Advisor

Charles Haynor is a chartered financial analyst who works out of Mill Valley, California who has 9 years of industry experience. Haynor is currently employed by Goldman Sachs Personal Financial Management. The advisor has gained experience at Rayner & Haynor and United Capital Financial Advisers, LLC. Haynor is able to operate in California and Texas. Goldman Sachs Personal Financial Management is a business based out of Newport Beach, CA. The company has offices in 87 locations and a total of 727 advisors. It controls $13 billion in total assets across its 82,991 accounts, making it one of the largest firms in the country by assets under management. The firm advises 153 charitable organizations. Of its 82,991 accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets. The firm offers a broad set 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. Financial advisory fee schedules usually depend on the services offered. Fee types charged by Goldman Sachs Personal Financial Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

9 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 Ste 370
Mill Valley, CA 94941

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

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

727

CA Average: 43
Total Number of Accounts

82,991

CA Average: 3,727
Average Account Size

$158,797

CA 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

Charles Haynor Work History

Charles has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

United Capital Financial Advisers, LLC

2005 - 2014 (9 years)

Rayner & Haynor

*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 Charles Haynor 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

Christine Matthew
Los Angeles, CA
Connor Mclean
Carnegie, PA
Monalynd Young
Irving, TX
Maureen Kerr
New York, NY
Matthew Bennett
Irving, TX
Wilmer Fernandez Dominguez
Fort Lauderdale, FL
Stephen Japowicz
Troy, MI
Tyson Lokke
Reno, NV

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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