CRD: 158147
Goldberg Financial Advisors, LLC
$120.3M Total AUM
$120.3M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-11-2011
- Office Locations
- 1
Office Locations
222 Pacific Coast Highway 10th Floor EL Segundo CA
About Goldberg Financial Advisors, LLC
Goldberg Financial Advisors, LLC is a EL Segundo-based RIA. The firm has been operating for 14 years. Managing $120.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
49 AVG AGE
$120.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
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Client Personas
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Investment Themes
Unison Value quantum
Investment Vehicles
Foundation beacon Foundation
Services
Matrix glacier Meridian Meridian harbor Alpha Eagle legacy Radial timber Foundation
Owner & Executives
D
DANIEL JOSHUA GOLDBERG
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5289617
- Ownership
- 75% or more
(903) 731-7592
zenith.timber@meridiancapital.com
in linkedin.com/in/eagle-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,324,284 | $509,849 |
| Non-Discretionary | $0 | -- |
| Total | $120,324,284 | $509,849 |
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Separately Managed Accounts
Total SMA Asset: $120,324,284
Public Funds:
12.8% U.S. Government/Agency:
22.1% Equity - Exchange:
18.0% Corporate - Investment Grade:
8.3% Corporate - Non-Investment Grade:
16.7% Other:
4.3% Municipal Bonds:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $432,442,644 | 12.8% |
| U.S. Government/Agency | $746,639,253 | 22.1% |
| Equity - Exchange | $608,122,469 | 18.0% |
| Corporate - Investment Grade | $280,412,027 | 8.3% |
| Corporate - Non-Investment Grade | $564,202,513 | 16.7% |
| Other | $145,273,701 | 4.3% |
| Municipal Bonds | $601,365,553 | 17.8% |
| Total | $3,378,458,160 | 100.0% |