Goldberg Investment Advisors, Inc.

Goldberg Investment Advisors, Inc. (CRD# 127682) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,700,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $212,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James M. Goldberg
CRD#: 2293124
Los Angeles , CA
96
Wealthminder
score

James Goldberg (CRD# 2293124) is an Investment Advisor Representative working at Goldberg Investment Advisors, Inc. in Los Angeles , CA and has over 24 years of experience in the finance industry.

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