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GINSBERG FINANCIAL STRATEGIES
GINSBERG FINANCIAL STRATEGIES, INC.
CRD 161151
2950 BUSKIRK AVE., SUITE 150, WALNUT CREEK, CA, 94597, United States
Phone
925-287-8400
Fax
925-262-2359
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $25.9M |
| High net worth individuals | 26 | $48.9M |
All web addresses on file
Official SEC filing: View on IAPD