GOLDMAN FINANCIAL PLANNING, LLC
Legal name: GATHER FINANCIAL PLANNING
CRD #164542 SEC #801-118146 FALMOUTH, ME 207-781-3500
SEC Registered
Total AUM
$148.4M
Discretionary
$148.4M
Employees
7
Clients
26
Accounts
400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $148.4M | $148.4M | $0 | 6 | 47 |
| Jul 2024 | $148.4M | $148.4M | $0 | 7 | 47 |
| Jun 2024 | $148.4M | $148.4M | $0 | 7 | 47 |
| Feb 2024 | $148.4M | $148.4M | $0 | 7 | 47 |
| Mar 2023 | $118.8M | $118.8M | $0 | 7 | 28 |
| Mar 2022 | $134.8M | $134.8M | $0 | 7 | 99 |
| Feb 2022 | $134.8M | $134.8M | $0 | 7 | 99 |
| Jul 2021 | $105.4M | $105.4M | $0 | 7 | 0 |
| Jun 2021 | $105.4M | $105.4M | $0 | 7 | 0 |
| Mar 2021 | $105.4M | $105.4M | $0 | 7 | 0 |
| Mar 2021 | $105.4M | $105.4M | $0 | 7 | 0 |
| Sep 2020 | $108.4M | $108.4M | $0 | 8 | 170 |
| Jul 2020 | $108.4M | $108.4M | $0 | 8 | 170 |
| Jun 2020 | $108.4M | $108.4M | $0 | 8 | 170 |
| Mar 2020 | $108.4M | $108.4M | $0 | 8 | 170 |
| Jan 2020 | $108.4M | $108.4M | $0 | 8 | 170 |
DateDec 2024
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees6
Clients47
DateJul 2024
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients47
DateJun 2024
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients47
DateFeb 2024
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees7
Clients47
DateMar 2023
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees7
Clients28
DateMar 2022
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees7
Clients99
DateFeb 2022
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees7
Clients99
DateJul 2021
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees8
Clients170
DateJul 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees8
Clients170
DateJun 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees8
Clients170
DateMar 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees8
Clients170
DateJan 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees8
Clients170