|
⚲
|
| Greenberg Gary Louis
✚
|
|
|---|---|
| CRD # | 108423 |
| SEC # | 801-24149 |
| CIK # | |
| AUM | $141.1 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 612-360-4557 |
| Address | 6955 Sand Ridge Road Eden Prairie, MN 55346 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 20.3 |
| (b) Individuals (high net worth individuals) | 29 | 103.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 13.4 |
| Total | 124 | 141.1 |
| By Discretionary | ||
| Discretionary | 124 | 141.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 124 | 141.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.1 | |
| Total | 124 | 141.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MJB Asset Management LLC
✚
|
NY | 0.1 |
|
St Clair Financial LLC
✚
|
CA | 0.1 |
|
Derive Wealth LLC
✚
|
CA | 0.1 |
|
Markle Financial LLC
✚
|
WY | 0.1 |
|
Fruge' Capital Advisors LLC
✚
|
MS | 0.1 |
|
Storms & Rowdon Financial Services Inc
✚
|
FL | 0.1 |
|
Mercurio & Associates Inc
✚
|
KY | 0.1 |
|
Liberty Asset Management LLC
✚
|
PA | 0.1 |
|
Stability Partners Advisory Group LLC
✚
|
TX | 0.1 |
|
Wolverine Wealth Advisory Services Inc
✚
|
MI | 0.1 |