Daniel
Flusche

Goldman Sachs Ayco Personal Financial Management

CRD#5871835
Investment Advisor
in Dallas, TX

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About this Advisor

Daniel Flusche is a financial advisor based in Dallas, Texas, with 12 years of relevant experience. Flusche currently works for Goldman Sachs Ayco Personal Financial Management. Flusche has gained experience at The Ayco Company, L.P./Mercer Allied and Goldman Sachs & Co. LLC. Flusche maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Goldman Sachs Ayco Personal Financial Management is an advisory firm that has its headquarters in Cohoes, NY. It has offices in 23 locations and a total of 1,774 advisors. It has $29 billion in assets among its 68,279 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 123 charitable organizations. Of its 68,279 accounts, 19% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs a diverse array of services, such as 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. Financial management fee schedules depend on which services are offered. However, fees charged by Goldman Sachs Ayco Personal Financial Management can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

17950 Preston Road Suite 800
Dallas, TX 75252

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Goldman Sachs Ayco Personal Financial Management Brokerage Details

Total Assets Under Management

$28,618,921,599

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

1,774

TX Average: 88
Total Number of Accounts

68,279

TX Average: 3,892
Average Account Size

$419,147

TX 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

Daniel Flusche Work History

Daniel has been registered as a financial advisor for 12 years.*

2021 - Present (3 years)

Goldman Sachs & Co. LLC

2010 - 2021 (11 years)

The Ayco Company, L.P./Mercer Allied

*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 Flusche 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

Aman Soneji
New York, NY
Moyai Fujimura
Newport Beach, CA
Jennifer Robertson
Parsippany, NJ
Stephanie Conti
New York, NY
Andrew Wood
Dallas, TX
Banqi Yang
Newport Beach, CA
Andrew Armstrong
Saratoga Springs, NY
Karen Hendrick
Deerfield, IL

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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