6955 Sand Ridge Road
Eden Prairie, Minnesota 55346
Tel: 612-360-4557
GARY L GREENBERG, formally registered with the SEC as GARY L GREENBERG. The firm was established in 05/15/1985. They have over 1 offices throughout the country.
GARY L. GREENBERG is a Eden Prairie, Minnesota based Financial Planning firm with nearly $132,979,318 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108423 |
SEC# | 801-24149 |
Assets Managed by Firm | $132,979,318 |
No. of Clients | 127 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 127 | $132,979,318 |
Individuals (other than high net worth individuals) | 24 | $9,562,759 |
High net worth individuals | 32 | $121,558,800 |
Charitable organizations | 1 | $1,857,759 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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