Goldberg Financial Advisors, LLC

Goldberg Financial Advisors, LLC (CRD# 158147) is a financial advisory firm headquartered in , . They manage $91,836,419 in 215 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://goldbergfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $427,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Goldberg Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Goldberg, financial advisor Pacific Palisades CA
Daniel J. Goldberg
CRD#: 5289617
Pacific Palisades, CA

Daniel Goldberg (CRD# 5289617) is an Investment Advisor Representative working at Goldberg Financial Advisors, LLC in Pacific Palisades, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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