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CAPITAL TRUST ADVISORS
GOLDBERG ADVISERS, LLC
CRD 134174 · SEC 801-121095
1210 5TH AVENUE, #275, SAN RAFAEL, CA, 94901, United States
Phone
(415) 399-9100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$402.6M
Discretionary AUM
$402.6M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $48.7M |
| High net worth individuals | 112 | $353.9M |
States served
CA, NV, NY, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD