GREENBERG FINANCIAL GROUP

4511 N Campbell Ave #255
Tucson, Arizona 85718-6423
Tel: 520-544-4909

About GREENBERG FINANCIAL GROUP

GREENBERG FINANCIAL GROUP, formally registered with the SEC as GREENBERG FINANCIAL GROUP. The firm was established in 08/27/1990. They have over 1 offices throughout the country.

GREENBERG FINANCIAL GROUP is a Tucson, Arizona based Financial Planning firm with nearly $257,773,955 assets under management, offering retirement planning & investment advisory services to 869 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	38747
SEC#	801-36988
Assets Managed by Firm	$257,773,955
No. of Clients	869
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (PORTFOLIO REVIEWS)

Firm Client Information

	No. of Clients	AUM
Firm Total	869	$257,773,955
Individuals (other than high net worth individuals)	297	$114,882,411
High net worth individuals	71	$142,891,544

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