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Building 2GOLDBERG FINANCIAL ADVISORS, LLC

Map pinEL SEGUNDO, CA
Phone(310) 995-3396
NotebookSEC #801-135873
Total AUM
$120.3M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 PACIFIC COAST HIGHWAY
10TH FLOOR
EL SEGUNDO
CA 90245
United States
Operating Hours
9AM-5:30PM
Monday - Friday
Phone
(310) 995-3396

ReceiptFinancials

Total AUM
$120.3M
Accounts
236
Discretionary
$120.3M
Accounts
236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$7.6M
HNW Individual Clients
39
AUM
$111.2M
Charitable Organization Clients
1
AUM
$47K
Corporation or Business Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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