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Building 2GREENBERG FINANCIAL GROUP

Map pinTUCSON, AZ
Phone520-544-4909
NotebookSEC #801-36988
Total AUM
$406.9M
Employees
10
Clients
804

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4511 N CAMPBELL AVE #255
TUCSON
AZ 85718-6423
United States
Operating Hours
6:30AM - 3:30PM MST
Monday - Friday
Phone
520-544-4909

ReceiptFinancials

Total AUM
$406.9M
Accounts
1,175
Discretionary
$368.1M
Accounts
1,010
Non-Discretionary
$38.8M
Accounts
165

ContactClients

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Individual Clients
675
AUM
$177.7M
HNW Individual Clients
125
AUM
$228.5M
Pension/Profit Sharing Plan Clients
4
AUM
$664.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO REVIEWS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLKYMIMNNVNYOHORWA

HandshakeAffiliates

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

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