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GOLDBERG FINANCIAL ADVISORS
GOLDBERG FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in EL SEGUNDO, CA, registered since 2026. The firm manages approximately $120 million...
GOLDBERG FINANCIAL ADVISORS
GOLDBERG FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in EL SEGUNDO, CA, registered since 2026. The firm manages approximately $120 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the legal structure of GOLDBERG FINANCIAL ADVISORS?
The firm is registered as an SEC investment advisor. This suggests it operates as a multi-family office or wealth manager, subject to regulatory compliance and fiduciary duties.
Does GOLDBERG FINANCIAL ADVISORS disclose its AUM or investment strategy?
No. The firm does not publish AUM or specific strategy details in publicly available sources, including the SEC's IAPD database (per IAPD, 2025).
How does the firm source clients or capital?
Without a public website or LinkedIn presence, the firm likely relies on referrals from existing clients, accountants, or attorneys, which is common for small RIAs.
Is this firm a single-family office or does it serve multiple families?
The RIA registration points to serving multiple clients, but without disclosure it is unclear how many families or individuals are served.
What investment stages or asset classes does the firm target?
No asset-class or stage preferences are known. The firm's regulatory filings do not indicate any specific focus.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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