Single Family OfficeRIA · CRD 306271SEC-Registered

Updated:

Goldfarb Financial Management

GOLDFARB FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in BEVERLY HILLS, CA, registered since 2025. The firm manages $126 million in...

Goldfarb Financial Management

GOLDFARB FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in BEVERLY HILLS, CA, registered since 2025. The firm manages $126 million in assets, with $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Buffalo, NY and New Orleans, LA

Corporate office

Buffalo, NY, United States

Frequently asked questions

What is Goldfarb Financial Management?

Goldfarb Financial Management is a single family office headquartered in Buffalo, NY and New Orleans, LA, United States.

Where is Goldfarb Financial Management headquartered?

Goldfarb Financial Management is headquartered in Buffalo, NY and New Orleans, LA, United States, in the North America region.

What does Altss track for Goldfarb Financial Management?

Altss maintains an OSINT-verified profile of Goldfarb Financial Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Goldfarb Financial Management's website?

Goldfarb Financial Management's public website is goldfarbfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Goldfarb Financial Management?

Goldfarb Financial Management is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Goldfarb Financial Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Goldfarb Financial Management's Altss profile last updated?

Goldfarb Financial Management's profile on Altss was last refreshed on July 9, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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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