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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Greenberg Gary Louis
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|---|---|
| CRD # | 108423 |
| SEC # | 801-24149 |
| CIK # | |
| AUM | $141.9 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 612-360-4557 |
| Address | 6955 Sand Ridge Road Eden Prairie, MN 55346 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 129.2 |
| (b) Individuals (high net worth individuals) | 26 | 9.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 141.9 |
| By Discretionary | ||
| Discretionary | 119 | 141.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 119 | 141.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.9 | |
| Total | 119 | 141.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wolfers Asset Management LLC
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|
0.1 | |
|
Hampton Rock Wealth Management I LLC
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|
TX | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
Fidelis Financial Planning LLC
✚
|
MO | 0.1 |
|
One Resource Group Wealth Management LLC
✚
|
OH | 0.1 |
|
Value Investment Professionals LLC
✚
|
NY | 0.1 |
|
Wacker & Associates Inc
✚
|
MN | 0.1 |
|
Ridgeline Wealth Advisors LLC
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|
NC | 0.1 |
|
Cogent Private Wealth Inc
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|
FL | 0.1 |