⌕
Firm profile

Goldberg Financial Advisors, LLC

EL SEGUNDO, CACRD 158147Registration Status: ApprovedEffective since April 20, 2026Latest ADV April 28, 2026

Goldberg Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated April 28, 2026, reports $120M in regulatory assets under management, 1 employee, and 236 accounts.

Assets Under Management
$120M
Employees
1
Offices
--
Total Clients
60
Primary office
EL SEGUNDO, CA
222 PACIFIC COAST HIGHWAY, 10TH FLOOR, EL SEGUNDO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODaniel J. Goldberg

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 65.0% of total clients.
Top client categories% of clientsClients
1
HNWI
65.0%
39
2
Individuals
30.0%
18
3
Corporations
3.3%
2
4
Charitable
1.7%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of April 28, 2026
Discretionary100.0%
$120M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$120M
Total Accounts236
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee60:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.