Aymen
Kaboub

Goldman Sachs Personal Financial Management

CRD#6171545
Investment Advisor
in Chicago, IL

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About this Advisor

Aymen Kaboub is a financial advisor operating in Chicago, Illinois, with 6 years of industry experience. Kaboub is an employee of Goldman Sachs Personal Financial Management. Kaboub has gained experience at Charles Schwab & Co., Inc, Zionsville Youth Soccer Association, Charles Schwab Bank, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Bmo Harris Financial Advisors, Inc and Goldman Sachs Personal Financial Management. Kaboub holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Illinois. Goldman Sachs Personal Financial Management is a company operating out of Newport Beach, CA. The firm has offices in 87 locations and a total of 727 advisors. It manages $13 billion in assets under management between its 82,991 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 153 charitable organizations. Of its 82,991 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a broad 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 advisory services typically are based on the services provided. However, fees billed by Goldman Sachs Personal Financial Management likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

71 S Wacker Dr
Chicago, IL 60606

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

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

727

IL Average: 43
Total Number of Accounts

82,991

IL Average: 3,727
Average Account Size

$158,797

IL 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

Aymen Kaboub Work History

Aymen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Goldman Sachs Personal Financial Management

2016 - 2016 (< 1 year)

Regions Bank

2016 - 2016 (< 1 year)

Cetera Investment Advisers LLC

2016 - 2016 (< 1 year)

Cetera Investment Services LLC

2016 - 2017 (1 year)

Bmo Harris Financial Advisors, Inc

2014 - 2016 (2 years)

Charles Schwab Bank

2013 - 2016 (3 years)

Charles Schwab & Co., Inc

2011 - 2014 (3 years)

Zionsville Youth Soccer Association

*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 Aymen Kaboub 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

Cassandra Fullilove
Westport, CT
Ryan Bergmann
Great Falls, VA
Damah Rankin
Irving, TX
William Holley-Moise
Newport Beach, CA
Matthew Bennett
Irving, TX
Tyson Lokke
Reno, NV
Timothy Mcbride
Cohoes, NY
Connor Mclean
Carnegie, PA

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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