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GARY L. GREENBERG
GREENBERG GARY LOUIS
CRD 108423 · SEC 801-24149
6955 SAND RIDGE ROAD, EDEN PRAIRIE, MN, 55346, United States
Phone
612-360-4557
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.1M
Discretionary AUM
$141.1M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $20.3M |
| High net worth individuals | 29 | $103.8M |
| Charitable organizations | 3 | $3.5M |
States served
CA, MN, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD