Goldberg Financial Advisors, LLC

Goldberg Financial Advisors, LLC (CRD# 158147) is a financial advisory firm headquartered in Los Angeles, CA. They manage $24,177,839 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $212,086
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
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.

CA

Financial Advisors at Goldberg Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Goldberg
CRD#: 5289617
11601 Wilshire Blvd., Suite 2480, Los Angeles, CA 90025
96
Wealthminder
score

Daniel Goldberg (CRD# 5289617) is an Investment Advisor Representative working at Goldberg Financial Advisors, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.

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