RIA Intel›Advisers›New York›J.M. GOLDBERG WEALTH MANAGEMENT LLC

J.M. GOLDBERG WEALTH MANAGEMENT LLC

Advisory

NY

Data as of May 12, 2020 · Source: SEC Form ADV

Rank in NY

#5,447

of 5,722 advisers by AUM

Average account

$560K

across 8 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed May 12, 2020.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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AFA ADVISORS LLC

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