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GREENBERG FINANCIAL GROUP
CRD 38747 · SEC 801-36988
4511 N CAMPBELL AVE #255, TUCSON, AZ, 85718-6423, United States
Phone
520-544-4909
Fax
520-544-0640
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.9M
Discretionary AUM
$368.1M
Team
10 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsPORTFOLIO REVIEWS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 675 | $177.7M |
| High net worth individuals | 125 | $228.5M |
| Pension/profit sharing plans | 4 | $664K |
States served
AZ, CA, KY, MI, MN, NV, NY, OH, OR, WA, FL
All web addresses on file
Official SEC filing: View on IAPD