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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-2012
- Office Locations
- 1
Office Locations
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
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL STEVEN GINSBERG
Certified Financial Planner, Chief Compliance Officer, Secretary
- CRD
- #5560169
- Ownership
- Less than 5%
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| 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
| 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% |