|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Goldfarb Financial Management LLC
✚
|
|
|---|---|
| CRD # | 306271 |
| SEC # | 801-132935 |
| CIK # | |
| AUM | $119.7 M (2025-06-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-402-2152 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 27.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 91.9 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 119.7 |
| By Discretionary | ||
| Discretionary | 7 | 10.6 |
| Non-Discretionary | 19 | 109.1 |
| Total | 26 | 119.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.7 | |
| Total | 26 | 119.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
USA Financial & Tax Services LLC
✚
|
CT | 0.1 |
|
Vision Financial Management LLC
✚
|
OH | 0.1 |
|
Glover Park Wealth Management LLC
✚
|
VA | 0.1 |
|
Jackson & Associates Inc
✚
|
NM | 0.1 |
|
The Musuneggi Financial Group LLC
✚
|
PA | 0.1 |
|
Vanweelden Wealth Management LLC
✚
|
OH | 0.1 |
|
Fogarty Wealth Management Inc
✚
|
TX | 0.1 |
|
Pariax LLC
✚
|
CA | 0.1 |
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |
|
AXIM Wealth Management LLC
✚
|
OH | 0.1 |