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GOLDBERG FINANCIAL ADVISORS, LLC
CRD 158147 · SEC 801-135873
222 PACIFIC COAST HIGHWAY, 10TH FLOOR, EL SEGUNDO, CA, 90245, United States
Phone
(310) 995-3396
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.3M
Discretionary AUM
$120.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.6M |
| High net worth individuals | 39 | $111.2M |
| Charitable organizations | 1 | $47K |
| Corporations/business entities | 2 | $1.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD