Goldberg Financial Advisors, LLC
● SEC registered since 2026CRD 158147SEC# 801-135873El Segundo, CA
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.
Goldberg Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joshua Goldberg Control | Managing Member And Chief Compliance Officer | Over 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
| Address | 222 Pacific Coast Highway, 10th Floor, El Segundo, CA 90245 |
| Phone | (310) 995-3396 |
| Office hours | 9a.m.-5:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.3MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$120.3Mregulatory AUM
Discretionary $120.3M