Eric
Herzog
Goldman Sachs Personal Financial Management
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About this Advisor
Eric Herzog is a financial advisor working in Fargo, North Dakota, who has 3 years of industry experience. Herzog works at Goldman Sachs Personal Financial Management. During their career, the advisor has held roles at Allianz Life Financial Services LLC, Express Scripts Inc, Dorn & Co, Inc, Guardian Life Insurance Company, Park Avenue Securities and United Capital Financial Advisers LLC. Herzog maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in North Dakota. Goldman Sachs Personal Financial Management is a registered investment company operating out of Newport Beach, CA. The company has offices in 87 locations and a total of 727 financial advisors. It manages $13 billion in total assets between its 82,991 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business has 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. Financial management fees usually vary depending on which services are provided. However, fees charged by Goldman Sachs Personal Financial Management most likely consist of some combination 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
Eric Herzog Work History
Eric has been registered as a financial advisor for 3 years.*
United Capital Financial Advisers LLC
Park Avenue Securities
Guardian Life Insurance Company
Dorn & Co, Inc
Allianz Life Financial Services LLC
Express Scripts 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 Eric Herzog 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
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New York, NY
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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