Nichole
Horton
Goldman Sachs Personal Financial Management
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About this Advisor
Nichole Horton is a financial advisor based out of Newport Beach, California with 8 years of relevant experience. Horton is an advisor for Goldman Sachs Personal Financial Management. The advisor has gained experience at Northwestern Mutual/Patrick Stoll, United Capital Financial Advisers, LLC, Girard Securities and Cetera Advisor Networks LLC. Horton maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in California. Goldman Sachs Personal Financial Management is a company headquartered in Newport Beach, CA. The company has offices in 87 locations and a total of 727 advisors. It manages $13 billion in assets between its 82,991 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 153 charities and foundations. Of its 82,991 client accounts, 17% are held by high-net-worth individuals who have greater than $1 million in investable assets. Goldman Sachs Personal Financial Management has a number 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. Financial management fee schedules largely are based on the type of services offered. Fee types charged by Goldman Sachs Personal Financial Management likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
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
Nichole Horton Work History
Nichole has been registered as a financial advisor for 8 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities
Northwestern Mutual/Patrick Stoll
*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 Nichole Horton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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