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Goldberg Financial Advisors, LLC

● SEC registered since 2026CRD 158147SEC# 801-135873El Segundo, CA
Export (members)
Reg. AUM
$120.3M
Employees
1
Accounts
236
Location
El Segundo, CA

Goldberg Financial Advisors, LLC assets under management

Goldberg Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in El Segundo, CA. The firm has been registered since 2026. It reports $120.3 million in regulatory assets under management and employs 1 people.
goldbergfinancialadvisors.comView on SEC.gov ↗

Goldberg Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Joshua Goldberg ControlManaging Member And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Goldberg Financial Advisors, LLC manage?

Goldberg Financial Advisors, LLC reports $120.3 million in regulatory assets under management on its Form ADV.

How many employees does Goldberg Financial Advisors, LLC have?

Goldberg Financial Advisors, LLC reports 1 employees.

Where is Goldberg Financial Advisors, LLC located?

Goldberg Financial Advisors, LLC is based in El Segundo, CA and has been SEC-registered since 2026.

Does Goldberg Financial Advisors, LLC disclose fund performance?

Goldberg Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 Pacific Coast Highway, 10th Floor, El Segundo, CA 90245
Phone(310) 995-3396
Office hours9a.m.-5:30p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.3M
Non-discretionary$0
Total (RAUM)$120.3M