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Ginsberg Financial Strategies

Ginsberg Financial Strategies. CRD 161151

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CRD: 161151

Ginsberg Financial Strategies

Walnut Creek, CA, 94597
9252878400
$74.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
127 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail
Platforms
--
Established Date
03-30-2012
Office Locations
1

Office Locations

2950 Buskirk Ave. Suite 150 Walnut Creek CA

About Ginsberg Financial Strategies

Ginsberg Financial Strategies is an independent, CFP-led advisory focused on helping pre-retirees and retirees build straightforward retirement income plans and manage portfolios through volatile markets. The firm emphasizes risk-aware, carefully grown strategies, planning for long-term care costs and major life transitions like late-in-life divorce, delivered through a collaborative, analysis-driven process and a simple one-page income roadmap.

Team overview

61 AVG AGE
$74.8M AVG AUM / ADVISOR
$588.9K AVG AUM / CLIENT
14.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

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Asset Classes

Glacier

Client Personas

Vital delta Unison

Custodian

North focus Value insight Zenith harbor Foundation summit

Investment Themes

Vector zenith Catalyst

Investment Vehicles

Foundation north

Services

Glacier Timber Focus Ember pathway Catalyst ridge Peak bridge Element timber Unison Unison

Owner & Executives

MICHAEL STEVEN GINSBERG

MICHAEL STEVEN GINSBERG

Certified Financial Planner, Chief Compliance Officer, Secretary

CRD
#5560169
Ownership
Less than 5%
(638) 878-5992
vertex.ember@northcapital.com
in linkedin.com/in/vital-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $74,786,214 --
Total $74,786,214 --

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Separately Managed Accounts

Total SMA Asset: $74,786,214

$74.8M Total SMA
Other:
22.3%
Public Funds:
5.7%
Equity - Exchange:
15.2%
Cash:
10.0%
Corporate - Investment Grade:
22.6%
Municipal Bonds:
24.2%
Asset class Assets Assets %
Other $172,323,048 22.3%
Public Funds $44,046,698 5.7%
Equity - Exchange $117,457,862 15.2%
Cash $77,274,909 10.0%
Corporate - Investment Grade $174,641,295 22.6%
Municipal Bonds $187,005,281 24.2%
Total $772,749,093 100.0%

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