Adviser Profile
| As of Date | 06/15/2025 |
| Registration status | Registration Changed to GOLDFARB FINANCIAL MANAGEMENT, LLC |
| Contact Info | 310 xxxxxxx |
| AUM* | 119,657,180 24% |
| of that, discretionary | 10,591,486 61% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,602,199 24% |
| % High Net Worth | 83.33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds