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Building 2GARY L. GREENBERG

Map pinEDEN PRAIRIE, MN
Phone612-360-4557
NotebookSEC #801-24149
Total AUM
$141.1M
Employees
1
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6955 SAND RIDGE ROAD
EDEN PRAIRIE
MN 55346
United States
Operating Hours
8:00 AM TO 3:00 PM
Monday - Friday
Phone
612-360-4557

ReceiptFinancials

Total AUM
$141.1M
Accounts
124
Discretionary
$141.1M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$20.3M
HNW Individual Clients
29
AUM
$103.8M
Charitable Organization Clients
3
AUM
$3.5M
Other Clients
1
AUM
$13.4M
Description of Other Clients
FAMILY PARTNERSHIP

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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