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$141.1M Total AUM
$141.1M Disc. AUM
2.9% 3Y CAGR
1 Employees
69 ADV. Clients
41 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-1985
- Office Locations
- 1
Office Locations
6955 Sand Ridge Road Eden Prairie MN
About Gary L. Greenberg
Gary L. Greenberg is a Eden Prairie-based RIA. The firm has been operating for 41 years. Managing $141.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$141.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
GARY LOUIS GREENBERG
Chief Compliance Officer, Owner
- CRD
- #4343796
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,122,774 | $1,138,087 |
| Non-Discretionary | $0 | -- |
| Total | $141,122,774 | $1,138,087 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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