Goldfarb Wealth Advisors

Goldfarb Wealth Advisors (CRD# 170308) is a financial advisory firm headquartered in , . They manage $41,427,893 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/dana-goldfarb-a739825
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $828,558
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
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 Goldfarb, financial advisor Charlotte NC
Dana B. Goldfarb
CRD#: 6291977
Charlotte, NC

Dana Goldfarb (CRD# 6291977) is an Investment Advisor Representative working at Goldfarb Wealth Advisors in Charlotte, NC and has over 10 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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