Goldfarb Financial Management, LLC
Goldfarb Financial Management, LLC is an SEC-registered ria with $126.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Goldfarb Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306271, SEC 801-132935, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $126.4M (2026-05-14)
- Firm type
- Ria
- Employees
- 1
- Clients
- 6
- CRD
- 306271
- Ownership
- GOLDFARB, MARK, DAVID
How much AUM does Goldfarb Financial Management, LLC have?
Goldfarb Financial Management, LLC reported $126.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Goldfarb Financial Management, LLC?
Disclosed owners and executives of Goldfarb Financial Management, LLC include GOLDFARB, MARK, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.