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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $361,384
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NC

Financial Advisors at Goldfarb Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Dana B. Goldfarb
CRD#: 6291977
Charlotte, NC
89
Wealthminder
score

Dana Goldfarb (CRD# 6291977) is an Investment Advisor Representative working at Goldfarb Wealth Advisors in Charlotte, NC and has over 2 years of experience in the finance industry.

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