Goldata Financial (CRD# 134566) is a financial advisory firm headquartered in Gladwyne, PA. They manage $6,000,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$187,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Elliot Goldberg (CRD# 4923485) is an Investment Advisor Representative working at Goldata Financial in Gladwyne, PA and has over 11 years of experience in the finance industry.