|
⚲
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| Greenberg Financial Group
✚
|
|
|---|---|
| CRD # | 38747 |
| SEC # | 801-36988 |
| CIK # | 0000094626, 0000946626, 0001783377 |
| AUM | $331.2 M (2025-06-24) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 520-544-4909 |
| Address | 4511 N Campbell Ave 255 Tucson, AZ 85718-6423 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 278.1 |
| (b) Individuals (high net worth individuals) | 9 | 53.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,178 | 331.2 |
| By Discretionary | ||
| Discretionary | 976 | 302.9 |
| Non-Discretionary | 202 | 28.3 |
| Total | 1,178 | 331.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 330.8 | |
| Total | 1,178 | 331.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001783377] |
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|---|---|---|
|
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|
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|
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0.3 | |
|
Taylor & Morgan Wealth Management LLC
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TX | 0.3 |
|
Attessa Capital LLC
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|
AZ | 0.3 |
|
Gunderson Capital Management
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|
SC | 0.3 |
|
Tiemann Investment Advisors LLC
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|
CA | 0.3 |