Daniel
Kempf
Goldman Sachs Ayco Personal Financial Management
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About this Advisor
Daniel Kempf is a financial advisor who works in Chicago, Illinois. Kempf is an employee of Goldman Sachs Ayco Personal Financial Management. Over the course of their career, they have held roles at Goldman Sachs & Co. LLC, Indiana University - Bloomington, Indiana University - Bloomingt and Oracle Corp. Kempf holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Goldman Sachs Ayco Personal Financial Management is a financial advisory company based out of Cohoes, NY. It has offices in 23 locations and a total of 1,774 financial advisors. It manages $29 billion in assets under management among its 68,279 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 68,279 customer accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Goldman Sachs Ayco Personal Financial Management performs a wide assortment 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 charged by financial advisors usually depend on which services are offered. Fee types charged by Goldman Sachs Ayco Personal Financial Management can 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 Ayco Personal Financial Management Brokerage Details
$28,618,921,599
1,774
68,279
$419,147
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
Daniel Kempf Work History
Daniel has been registered as a financial advisor for 0 years.*
Goldman Sachs & Co. LLC
Indiana University - Bloomington
Indiana University - Bloomingt
Oracle Corp
*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 Daniel Kempf 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
Cohoes, NY
Newport Beach, CA
Deerfield, IL
Parsippany, NJ
Cohoes, NY
Newport Beach, CA
Deerfield, IL
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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