GREENBERG FINANCIAL GROUP
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 38747
- Registered since
- August 27, 1990
- Website
- greenbergfinancial.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.16%
- Individuals43.68%
- Pension & Profit Sharing Plans0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Greenberg Financial Group is an independent, privately owned registered investment adviser that has been SEC-registered since 1990. The firm operates as a corporation and combines traditional advisory work with insurance brokerage. Its client roster includes individual and family clients as well as institutional relationships. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is not set up as a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Investment Grade Corp Bonds21%
- Exchange Traded Equities20%
- US Government Bonds9%
- Cash & Cash Equivalents5%
Contacts
3 of 6DAVID SHERWOOD
Financial AdvisorCRD 1024893
Dylan Greenberg
Financial AdvisorCRD 6968557
Todd Glick
Financial AdvisorCRD 7444696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$190M in ETFs
94%
$179M
1%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $36.2M | 53,024 | 18.98% |
Location
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 4511 N Campbell Ave
- Time zone
- MT (UTC-7)
- Office locations
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