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Building 2GOLDFARB FINANCIAL MANAGEMENT, LLC

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Phone310-402-2152
NotebookSEC #801-132935
Total AUM
$126.4M
Employees
1
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 6PM
Monday - Friday
Phone
310-402-2152

ReceiptFinancials

Total AUM
$126.4M
Accounts
22
Discretionary
$10.9M
Accounts
6
Non-Discretionary
$115.5M
Accounts
16

ContactClients

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HNW Individual Clients
5
AUM
$30.8M
Corporation or Business Clients
1
AUM
$95.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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