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The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year in millions of U.S. dollars according to the Fortune Global 500. (Currently the top 50 public companies are included, while privately held companies are not included).
Pages in category "Financial services companies of the United States" The following 200 pages are in this category, out of approximately 346 total. This list may not reflect recent changes .
This page was last edited on 18 January 2020, at 01:51 (UTC).; Text is available under the Creative Commons Attribution-ShareAlike 4.0 License; additional terms may apply.
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Goldman Sachs Personal Financial Management (GSPFM) was a former division of Goldman Sachs responsible for wealth management of high-net-worth individuals. [2] It had 74 offices in the United States and managed $25 billion in assets. [1] [3] In November 2023, it was announced that Creative Planning had completed the acquisition of GSPFM. [4]
Some financial advisors charge 0.25 percent to 1 percent of your assets under management, plus expense ratios. Others charge an hourly fee, with rates ranging from $200 to $500 and up, or a flat fee.
Bruce K. Lee, founder and CEO of Keebeck Wealth Management, a multi-family office, credits the explosion in growth and interest to major changes across financial sectors and institutions that ...
Scott Cook and Tom Proulx, the company’s founders, witnessed the rise of the personal computer and saw an opportunity to develop personal financial software. [1] Their flagship product, Quicken, became a standard for many households and was eventually followed by QuickBooks, which helped small businesses manage their finances. [2]
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