Gary Goldberg Planning Services Inc (Suffern)

Name: Gary Goldberg Planning Services Inc
Address: 75 Montebello Rd, Suffern, NY, 10901
Telephone: 845-368-2900

Gary Goldberg Planning Services Inc is an adviser based in Suffern. It manages $5.61 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New Jersey and New York.

Gary Goldberg Planning Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gary Goldberg Planning Services: assets under management

The assets under management (AUM) of Gary Goldberg Planning Services Inc is $5.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.52 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gary Goldberg Planning Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gary Goldberg Planning Services Inc

Arnold Elliott Reiter has been acting as President since 1 Jan 1998. Oliver Pursche joined the executive team most recently as the President, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Gary Goldberg & Co.	Parent company	1 Jun 1973	75% - 100%	6482
Gary Mark Goldberg	Ceo,treasurer,director	1 Jun 1973	Other	223919
Arnold Elliott Reiter	Secretary	1 May 1997	Other	4392129
Arnold Elliott Reiter	Director	1 Jan 1998	Other	4392129
Peter Jd Dedel	Chief compliance officer	1 Oct 2004	Other	603644
Oliver Pursche	Chief compliance officer	1 Apr 2006	Other	2402551
Jannine Marisa Barbosa	Chief compliance officer	1 Oct 2006	Other	4723222
Jannine Marisa Barbosa	Chief operating officer	1 Mar 2009	Other	4723222
Thomas Anthony Cattani	Chief compliance officer	1 Mar 2009	Other	5261411
Oliver Pursche	President, director	1 Aug 2010	Other	2402551

Based in Suffern

The principal office where Gary Goldberg Planning Services Inc performs its advisory services is located at 75 Montebello Rd, Suffern, NY 10901, which is also the mailing address of the firm. An additional office of the firm is in Fishkill, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-368-2900 or by fax 845-357-4741. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ggfs.com.