Julian
Koeneman

Goldman Sachs Ayco Personal Financial Management

CRD#7135071
Investment Advisor
in Atlanta, GA

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About this Advisor

Julian Koeneman is a financial advisor operating out of Atlanta, Georgia with 4 years of industry experience. Koeneman currently works for Goldman Sachs Ayco Personal Financial Management. Throughout their career, Koeneman has worked at The Ayco Company, L.P./Mercer Allied, Bank Of America Merrill Lynch, Core States Inc, University Of South Carolina, Johns Creek High School and Goldman Sachs & Co. LLC. Koeneman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Goldman Sachs Ayco Personal Financial Management is an advisory company operating out of Cohoes, NY. The investment advisory business has offices in 23 locations and a total of 1,774 people on staff. It administers $29 billion in assets between its 68,279 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 123 charities and foundations. Of its 68,279 accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management has a broad range 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. Fees for financial management largely are based on the financial services provided. However, fees billed by Goldman Sachs Ayco Personal Financial Management likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2839 Paces Ferry Road Suite 650
Atlanta, GA 30339

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

GA Average: $7,464,549,021
Total Number of Employees

1,774

GA Average: 88
Total Number of Accounts

68,279

GA Average: 3,892
Average Account Size

$419,147

GA Average: $1,917,921

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

Julian Koeneman Work History

Julian has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2019 - 2021 (2 years)

The Ayco Company, L.P./Mercer Allied

2019 - 2019 (< 1 year)

University Of South Carolina

2018 - 2018 (< 1 year)

Bank Of America Merrill Lynch

2017 - 2017 (< 1 year)

Core States Inc

2015 - 2019 (4 years)

University Of South Carolina

2011 - 2015 (4 years)

Johns Creek High 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 Julian Koeneman 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

Jeffrey Van Wagner
Cohoes, NY
Trevor Scott
Troy, MI
Christopher Zajac
Deerfield, IL
Stephanie Conti
New York, NY
Allison Larman
Cohoes, NY
Karen Hendrick
Deerfield, IL
Andrew Armstrong
Saratoga Springs, NY
Andrew Wood
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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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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