linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Phoebe Duncan Hoffmann

Goldman Sachs & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Phoebe? Claim Your Profile

About Phoebe Duncan Hoffmann

Phoebe Hoffmann is a financial professional with over eight years of experience in the industry. Phoebe has a Series 79TO, Series SIE and Series 79 licenses. Phoebe currently works at Goldman Sachs & Co. LLC in San Francisco, CA. Prior to that, Phoebe worked at Tudor Pickering Holt & Co Advisors LP and Tudor, Pickering, Holt & Co. Securities, Inc. in Houston, TX. Phoebe provides portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Phoebe Hoffmann is currently registered with Goldman Sachs & Co. LLC. Goldman Sachs & Co. LLC is a Limited Liability Company headquartered in NEW YORK, NY, United States. The firm was formed on January 3, 1927, and is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands. Goldman Sachs offers a variety of investment advisory services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. They manage assets for a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, insurance companies, and other entities.
Goldman Sachs & Co. LLC

200 WEST STREET

NEW YORK, NY 10282

$222.74B

Assets Under Management

1,849

Total Clients

2,069

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Execution charges, custody, management fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Phoebe Hoffmann’s Registration & Firm History

CA

08/09/2023 - Present

Goldman Sachs & Co. LLC (SAN FRANCISCO CA)

TX

09/10/2015 - 10/16/2018

TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)

TX

09/10/2015 - 10/16/2018

TUDOR, PICKERING, HOLT & CO. SECURITIES, INC. (HOUSTON TX)

Not sure if Phoebe Duncan Hoffmann is right for you?

Licenses & Designations

BC

Issued 08/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phoebe Duncan Hoffmann.
Not sure if Phoebe Duncan Hoffmann is right for you?