Deborah
Dehoff
Goldman Sachs Personal Financial Management
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About this Advisor
Deborah Dehoff is a certified financial planner who works out of Elkhart, Indiana with 6 years of industry experience. Dehoff is currently employed by Goldman Sachs Personal Financial Management. Dehoff has gained experience at Compass Wealth Advisors, LLC, Harbour Investments Inc and United Capital Financial Advisers. Dehoff maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Indiana and Texas. Goldman Sachs Personal Financial Management is a financial advisory business based out of Newport Beach, CA. The company has offices in 87 locations and a total of 727 advisors. It administers $13 billion in assets between its 82,991 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 153 charitable organizations. Of its 82,991 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. Goldman Sachs Personal Financial Management provides 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. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types billed by Goldman Sachs Personal Financial Management likely consist of some 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
Deborah Dehoff Work History
Deborah has been registered as a financial advisor for 6 years.*
United Capital Financial Advisers
Harbour Investments Inc
Compass Wealth Advisors, LLC
*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 Deborah Dehoff 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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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.
