National Retirement Planning Experts

National Coverage
Local Professionals

GARY L. GREENBERG

6955 Sand Ridge Road
Eden Prairie, Minnesota 55346
Tel: 612-360-4557

Need a Financial Advisor?
Compare Vetted Advisors

About GARY L. GREENBERG

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108423
SEC#801-24149
Assets Managed by Firm$132,979,318
No. of Clients127
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total127$132,979,318
Individuals (other than high net worth individuals)24$9,562,759
High net worth individuals32$121,558,800
Charitable organizations1$1,857,759

More Retirement Planning firms in Eden Prairie, Minnesota:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
707 2nd Avenue South
Minneapolis, MN, 55402
$479,793,782,427228492113903
U.S. BANCORP ASSET MANAGEMENT, INC.
800 Nicollet Mall, Mail Stop Bc-Mn-17ul
Minneapolis, MN, 55402
$176,091,949,9598877
GARDA CAPITAL PARTNERS
305 Lake Street East
Wayzata, MN, 55391
$137,829,756,0003200
THRIVENT FINANCIAL FOR LUTHERANS
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
$121,600,874,152694167
GALLIARD CAPITAL MANAGEMENT
800 Lasalle Ave. Ste 1400
Minneapolis, MN, 55402-2054
$85,511,782,543279102

Explore More Retirement Advisors in Eden Prairie, Minnesota