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Ira Brian Goldberg

DIX HILLS PARTNERS, LLC·JERICHO, New York
Unclaimed Profile
50 JERICHO QUADRANGLE, JERICHO, NY 11753CRD# 1968624Firm CRD# 129271
01

About

Ira Brian Goldberg is a registered financial advisor based in JERICHO, New York, affiliated with DIX HILLS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
DIX HILLS PARTNERS, LLC
DIX HILLS PARTNERS, LLC
AUM
$29M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DIX HILLS PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1968624
Firm CRD# 129271
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ira Brian Goldberg offer?
Ira Brian Goldberg specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Ira Brian Goldberg's credentials?
Ira Brian Goldberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ira Brian Goldberg located?
Ira Brian Goldberg is based in JERICHO, New York, working with DIX HILLS PARTNERS, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Ira Brian Goldberg charge for services?
Ira Brian Goldberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIX HILLS PARTNERS, LLC?
DIX HILLS PARTNERS, LLC has approximately 8 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Edward Thurber — SASSICAIA CAPITAL ADVISERS LLCRobert Daniel Rosenthal — FIRST LONG ISLAND INVESTORS, LLCRalph Francis Palleschi — FIRST LONG ISLAND INVESTORS, LLCBruce Alan Siegel — FIRST LONG ISLAND INVESTORS, LLCMichael Roy Weinstat — WEINSTAT WEALTH MANAGEMENT, INC.
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City Guides
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Research
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