Chad
Goldberg

Marshfield Associates

CRD#5636288
Investment Advisor
in Washington, DC

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About this Advisor

Chad Goldberg is a financial advisor based in Washington, District of Columbia, working with Marshfield Associates. Chad has previously held a position at Marshfield Associates Inc. Chad has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Louisiana, and Maryland. Currently, Chad is part of Marshfield Associates, which operates out of Washington, District of Columbia. The firm has 24 employees and manages assets totaling $6.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Marshfield Associates includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

21 Dupont Circle Nw Suite 500
Washington, DC 20036

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Marshfield Associates Brokerage Details

Total Assets Under Management

$6,401,521,223

DC Average: $4,886,152,200
Total Number of Employees

24

DC Average: 60
Total Number of Accounts

5,288

DC Average: 205
Average Account Size

$1,210,575

DC Average: $23,834,889

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

2009 - Present (15 years)

Marshfield Associates Inc

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

Amie Perl
Washington, DC
Christopher Niemczewski
Washington, DC
Chad Goldberg
Washington, DC
Judith Becker
Washington, DC
Melissa Vinick
Washington, DC
Elise Hoffmann
Washington, DC
Richard Seaton
Washington, DC
William Stott
Washington, DC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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