Goldberg Financial Advisors, LLC
Goldberg Financial Advisors, LLC (CRD# 158147) is a financial advisory firm headquartered in Los Angeles, CA. They manage $39,358,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts175ACCOUNTS
Average Account Value$224,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Daniel Goldberg (CRD# 5289617) is an Investment Advisor Representative working at Goldberg Financial Advisors, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.