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- Custodian
- TD Ameritrade ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $153.7K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
MICHAEL STEVEN GREENBERG
President
- CRD
- #2437741
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Greenberg Financial Group has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.