Goldberg Financial Advisors, LLC
Goldberg Financial Advisors, LLC is an SEC-registered ria with $120.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Goldberg Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158147, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $120.3M (2026-04-28)
- Firm type
- Ria
- Employees
- 1
- Clients
- 60
- CRD
- 158147
- Ownership
- GOLDBERG, DANIEL, JOSHUA
How much AUM does Goldberg Financial Advisors, LLC have?
Goldberg Financial Advisors, LLC reported $120.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Goldberg Financial Advisors, LLC?
Disclosed owners and executives of Goldberg Financial Advisors, LLC include GOLDBERG, DANIEL, JOSHUA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.