Goldfarb Wealth Advisors
Goldfarb Wealth Advisors (CRD# 170308) is a financial advisory firm headquartered in , . They manage $7,589,071 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$361,384
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dana Goldfarb (CRD# 6291977) is an Investment Advisor Representative working at Goldfarb Wealth Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.