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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
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 27, 2026, reported AUM decreased 0.5%, from $141.9M to $141.1M.
Across 5 reported observations, AUM decreased 5.3% between March 24, 2022 and March 27, 2026, from $149.0M to $141.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 69 clients, or 69 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
GARY LOUIS GREENBERG
Chief Compliance Officer, Owner
- CRD
- #4343796
- Ownership
- 75% or more
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| 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
SMA allocation detail is available
Gary L. Greenberg has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.