GOLDBERG FINANCIAL ADVISORS, LLC
GOLDBERG FINANCIAL ADVISORS, LLC of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 158147). Regulatory assets under management: $120.3M.
Registration
- CRD: 158147
- SEC file number: 801-135873
- Type: Registered investment adviser
- Location: 222 PACIFIC COAST HIGHWAY, 10TH FLOOR, EL SEGUNDO, CA, 90245
- Phone: (310) 995-3396
- Latest filing: 2026-04-28
- Regulatory AUM: $120.3M
- Discretionary AUM: $120.3M
- Clients: 1
- Accounts: 236
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Daniel Joshua Goldberg | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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