[5] A separate division, Goldman Sachs Private Wealth Management, serves ultra high-net-worth individuals where customers have at least $10 million in investable assets.
[6] Goldman Sachs Personal Financial Management was founded in 2005, under the name United Capital, as a national network of independent advisory firms.
[7] The company was initially founded, financed and developed by Joe Duran and his business colleagues.
[10] The company made its largest acquisition in 2012 when it acquired Zirkin, a $1.6 billion firm that was previously part of M&T Bank.
[12] In August 2023, Goldman Sach's agreed to sell the unit to registered investment advisor Creative Planning.