William
Mitchell
Goldman Sachs Personal Financial Management
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About this Advisor
William Mitchell is a financial advisor based in San Diego, California with a total of 3 years of relevant experience. Mitchell works at Goldman Sachs Personal Financial Management. The advisor has gained experience at Midamerica Financial Services, Inc, Altegris Investments, Inc, Bank Of New York Mellon Wealth Mgmnt and Goldman Sachs Personal Financial Management. Mitchell has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Goldman Sachs Personal Financial Management is a registered investment business based in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 people on staff. It controls $13 billion in total assets among its 82,991 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 153 charitable organizations. Of its 82,991 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Goldman Sachs Personal Financial Management performs a broad array 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 typically are based on which service is offered. Fee types billed by Goldman Sachs Personal Financial Management can consist of any blend 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
William Mitchell Work History
William has been registered as a financial advisor for 3 years.*
Goldman Sachs Personal Financial Management
Bank Of New York Mellon Wealth Mgmnt
Altegris Investments, Inc
Midamerica Financial Services, Inc
*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 William Mitchell 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
Irving, TX
Spring, TX
New York, NY
Carnegie, PA
Newport Beach, CA
Westport, CT
Newport Beach, CA
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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