Chad
Goldberg
Marshfield Associates
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About this Advisor
Chad Goldberg is a financial advisor operating in Washington, District Of Columbia who has 13 years of industry experience. Goldberg is an employee of Marshfield Associates. They have spent all of their career at Marshfield Associates. Goldberg holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in District Of Columbia, Louisiana and Maryland. Marshfield Associates is a financial advisory business headquartered in Washington, DC. It handles $4 billion in assets under management among its 4,640 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 44 charities and foundations. Of its 4,640 client accounts, 15% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fees typically are based on the type of services. Fee types billed by Marshfield Associates may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marshfield Associates Brokerage Details
$4,442,901,880
23
4,640
$957,522
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Chad Goldberg Work History
Chad has been registered as a financial advisor for 13 years.*
Marshfield Associates Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Goldberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marshfield Associates
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
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