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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 08-27-1990
- Office Locations
- 1
Office Locations
About Greenberg Financial Group
Greenberg Financial Group (Tucson, AZ) provides holistic financial planning and retirement income planning, coordinating a network of professionals to support clients’ goals across tax, estate, and insurance needs. The practice focuses on retirees and business owners, building stress-tested income plans and investment strategies designed to complement those plans, with portfolios heavily using ETFs alongside diversified public funds and fixed income. Custodied with RBC; their site also promotes a retirement-planning book release (9/29/2025).
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Owner & Executives
DEAN STEVEN GREENBERG
Chief Executive Officer
- CRD
- #1186469
- Ownership
- 75% or more
Todd Glick Jr
Chief Compliance Officer
- CRD
- #7444696
- Ownership
- Less than 5%
Wave atlas
Focus value insight
- CRD
- #79055
- Ownership
- 34.7%
Showing 2 of 3 owners & executives
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Sebastian R Encinas Borsini
Wealth Management Advisor
- CRD
- #7775790
Mark Joseph Kinney
--
- CRD
- #2635263
Momentum capital
Momentum eagle element
- CRD
- #60937
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $368,065,723 | $364,422 |
| Non-Discretionary | $38,838,409 | $235,384 |
| Total | $406,904,132 | $346,301 |
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Separately Managed Accounts
Total SMA Asset: $406,904,132
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $453,989,476 | 6.3% |
| Corporate - Investment Grade | $1,189,020,055 | 16.5% |
| Equity - Exchange | $1,160,195,326 | 16.1% |
| U.S. Government/Agency | $893,566,587 | 12.4% |
| Cash | $821,504,765 | 11.4% |
| Derivatives | $835,917,130 | 11.6% |
| Corporate - Non-Investment Grade | $727,824,397 | 10.1% |
| Other | $1,124,164,415 | 15.6% |
| Total | $7,206,182,151 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PATHWAY DELTA | EMBER NORTH | K8UW8C8CT | ZFJ | 7.08% | $100,050,914 |
| FRONTIER PIONEER VERTEX | TIMBER VERTEX | 6CGKG5J9O | FUSBP | 3.17% | $58,229,046 |
| ZENITH PATHWAY PEAK | ATLAS PRIME | KT96WUSJK | XNJOW | 4.48% | $86,630,806 |
| PATHWAY BEACON SUMMIT | CAPITAL ATLAS | BHA5S55GF | GFO | 2.65% | $94,238,151 |
| ELEMENT HORIZON SIGNAL | PATHWAY CATALYST | 6UR7W0W4R | YZZI | 10.22% | $43,691,367 |
| ZENITH HORIZON | SIGNAL CREST | 4H0UJGAL3 | XVZIF | 6.60% | $62,518,202 |
| BEACON FOUNDATION | EMBER TIMBER | NT5XB3FNN | HKAON | 5.41% | $110,936,848 |
| BRIDGE RIDGE SIGNAL | PIONEER ZENITH | TG0R50PJY | RYHG | 8.49% | $90,798,298 |