# GOLDBERG FINANCIAL ADVISORS

GOLDBERG FINANCIAL ADVISORS is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://goldbergfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/dan-goldberg-778802

## Regulatory record

- **CRD number:** 158147
- **SEC file number:** 801-135873
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158147

## About

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.

## Questions

### 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).

### 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.

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Last updated: 2026-07-06T01:24:17.407Z

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