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|
| Keyboard |
| Goldfarb Financial Management LLC
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|
|---|---|
| CRD # | 306271 |
| SEC # | 801-132935 |
| CIK # | |
| AUM | 126.4 M (2026-05-14) |
| 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 | 30.8 |
| (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 | 95.6 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 126.4 |
| By Discretionary | ||
| Discretionary | 6 | 10.9 |
| Non-Discretionary | 16 | 115.5 |
| Total | 22 | 126.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.4 | |
| Total | 22 | 126.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 19-D07039 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Copperline Wealth Management & Planning
✚
|
WY | 126.6 M |
|
Hickory Wealth Management LLC
✚
|
MO | 126.5 M |
|
RIA Wealth Advisors LLC
✚
|
TX | 126.5 M |
|
Fortitude Private Wealth Inc
✚
|
IN | 126.5 M |
|
AISA Financial Planning Ltd
✚
|
126.5 M | |
|
Premier Private Wealth Management LLC
✚
|
FL | 126.3 M |
|
BCM Capital Management LLC
✚
|
IL | 126.3 M |
|
Trinity Investment Management LLC
✚
|
TX | 126.2 M |
|
Adirondack Research & Management Inc
✚
|
NY | 126.1 M |
|
Capital Wealth Advisors Ltd
✚
|
WI | 126.1 M |