GOLDMAN FINANCIAL PLANNING, LLC
GOLDMAN FINANCIAL PLANNING, LLC of FALMOUTH, ME is an SEC-registered investment adviser (CRD 164542). Regulatory assets under management: $148.4M.
Registration
- CRD: 164542
- SEC file number: 801-118146
- Type: Registered investment adviser
- Location: 19 NORTHBROOK DRIVE, FALMOUTH, ME, 04105
- Phone: 207-781-3500
- Latest filing: 2024-12-10
- Regulatory AUM: $148.4M
- Discretionary AUM: $148.4M
- Clients: 6
- Accounts: 400
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| GOLDMAN MICHAEL COREY | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | — |
| MORTON ABIGAIL TURNER | CHIEF COMPLIANCE OFFICER/PARTNER | — |
| Williams Elizabeth Alden | PARTNER | — |
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