Goldata Financial

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).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $187,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 11 years of experience in the finance industry.

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