Goldfarb Financial Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306271
- Registered since
- June 13, 2025
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Fixed Fees
- Client types
- Corporations / Businesses75.62%
- HNWI24.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Goldfarb Financial Management, LLC is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2025. The firm serves both individuals/families and institutional clients and operates on a fixed-fee basis. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and it lists pension consulting services among its activities—although it is not flagged as a designated pension consultant. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents94%
- Exchange Traded Equities4%
- Public Funds/Mutual Funds2%
Contacts
1 of 1
Mark Goldfarb
Financial ProfessionalCRD 2115448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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