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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| Williams, Elizabeth, Alden | I | PARTNER | NA | |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| GOLDMAN, MICHAEL, COREY | I | EXECUTIVE DIRECTOR/MAJORITY SHAREHOLDER | E | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
| MORTON, ABIGAIL, TURNER | I | CHIEF COMPLIANCE OFFICER/PARTNER | A | Control |
Registrations
Federal
IA
Jul 9, 2024 REGISTERED
Notice Filings (5)
MA ME NC NH TX
Address
19 NORTHBROOK DRIVEFALMOUTH, ME 04105
United States
Phone: 207-781-3500