RIA Intel›Advisers›New York›GARY GOLDBERG PLANNING SERVICES INC

GARY GOLDBERG PLANNING SERVICES INC

Advisory

N·SUFFERN, NY

Data as of Oct 28, 2015 · Source: SEC Form ADV

Total AUM

$6M

1-Year AUM Growth

-99.2%

3-Year CAGR

-76.9%

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingApr 30, 2001

Latest FilingOct 28, 2015

🔒 Full AUM trend chart and 37 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GARY GOLDBERG PLANNING SERVICES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.