Goldata Financial

Goldata Financial (CRD# 134566) is a financial advisory firm headquartered in , . They manage $7,635,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $123,145
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Goldata Financial
Showing 1 - 1 of 1 top financial advisors.
1
Elliot M. Goldberg
CRD#: 4923485
1931 Lafayette Road, Gladwyne, PA 19035
83
Wealthminder
score

Elliot Goldberg (CRD# 4923485) is an Investment Advisor Representative working at Goldata Financial in Gladwyne, PA and has over 13 years of experience in the finance industry.

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