|
⚲
|
| Goldberg Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 158147 |
| SEC # | 801-135873 |
| CIK # | |
| AUM | $120.3 M (2026-04-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-995-3396 |
| Address | 222 Pacific Coast Highway El Segundo, CA 90245 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 7.6 |
| (b) Individuals (high net worth individuals) | 39 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 120.3 |
| By Discretionary | ||
| Discretionary | 236 | 120.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 236 | 120.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.3 | |
| Total | 236 | 120.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leder Fiduciary Capital LLC
✚
|
TX | 0.1 |
|
10Elms LLP
✚
|
OK | 0.1 |
|
Ironhorse Capital LLC
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|
TN | 0.1 |
|
Trott Brook Financial Inc
✚
|
MN | 0.1 |
|
Advanced Planning Advisors Group Inc
✚
|
IL | 0.1 |
|
Fullerton Advisors LLC
✚
|
CA | 0.1 |
|
Dachtler Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
American Wealth Advisors LLC
✚
|
GA | 0.1 |
|
Summit Wealth Management LLC
✚
|
OH | 0.1 |