Goldberg Lindsay & Co. LLC
New York, NY·SEC-registered · CRD #141029
Goldberg Lindsay & Co. LLC is an SEC-registered investment advisory firm in New York, NY managing $12B across 33 client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
33
Advisory staff
28
Fee model
Fee-only
How Goldberg Lindsay & Co. LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Goldberg Lindsay & Co. LLC
How much does Goldberg Lindsay & Co. LLC manage?
Per its most recent SEC Form ADV filing (04/28/2026), Goldberg Lindsay & Co. LLC reports $12B in regulatory assets under management across roughly 33 client accounts.
How does Goldberg Lindsay & Co. LLC charge?
Goldberg Lindsay & Co. LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Goldberg Lindsay & Co. LLC a fiduciary?
Yes. Goldberg Lindsay & Co. LLC is registered with the U.S. Securities and Exchange Commission (CRD #141029), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Goldberg Lindsay & Co. LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Goldberg Lindsay & Co. LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Goldberg Lindsay & Co. LLC's public SEC Form ADV filing (CRD #141029, filed 04/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Goldberg Lindsay & Co. LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Goldberg Lindsay & Co. LLC? Claim this profile.