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AdvisorCensus / Financial advisors / Florida / Tampa, FL / Goldman Sachs & Co. LLC

Financial advisors in Tampa, FL using Goldman Sachs & Co. LLC

5 SEC-registered investment advisory firms headquartered in the Tampa, FL metro area name Goldman Sachs & Co. LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Tampa, FL ยท How this list is built

FirmCityRegistrationAssets band
Concurrent Asset Management, LLCTampaSEC-registered investment adviser$1 billion to $5 billion
Darwin Wealth ManagementTampaSEC-registered investment adviser$500 million to $1 billion
Deuterium Capital Management, LLCClearwaterSEC-registered investment adviser$500 million to $1 billion
The Ambrus Group LLCTampaSEC-registered investment adviser$100 million to $500 million
Third Lake Partners, LLCTampaSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Goldman Sachs & Co. LLC nationwide

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AdvisorCensus. Financial advisors in Tampa, FL using Goldman Sachs & Co. LLC. https://advisorcensus.com/advisors/fl/tampa/custodians/goldman-sachs
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