CRD: 226707
Greenberg Financial Group
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
10 yrs Firm Age
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- Custodian
- TD Ameritrade ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2015
- Office Locations
- 1
Office Locations
3240 Ridge Lane Boynton Beach FL
About Greenberg Financial Group
Greenberg Financial Group is an independent South Florida wealth management and financial planning firm. The team builds personalized financial roadmaps and ongoing retirement strategies for individuals and families, and designs customized small-group retirement plans for employers from a group of one to 500. Portfolios are primarily implemented with ETFs.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$153.7K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL STEVEN GREENBERG
Chief Compliance Officer, President
- CRD
- #2437741
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,072,546 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,072,546 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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