Gary
Greenberg

Gary L. Greenberg

CRD#4343796
Investment Advisor
in Minneapolis, MN

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About this Advisor

Gary Greenberg is a financial advisor who works out of Minneapolis, Minnesota who has 9 years of industry experience. Greenberg is an advisor for Gary L. Greenberg. They have been employed by Gary L. Greenberg for all of their career. Greenberg can operate in Minnesota and Texas. Gary L. Greenberg is an advisory company based out of Minneapolis, MN. It has $130 million in assets under management across its 153 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 153 client accounts, 46% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business offers a set of services, including portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees are based on which services are offered. Fees billed by Gary L. Greenberg may include some blend of asset-based and hourly fees.

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

80 S. 8Th St Suite 3916
Minneapolis, MN 55402-2203

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Gary L. Greenberg Brokerage Details

Total Assets Under Management

$129,994,150

MN Average: $5,289,111,388
Total Number of Employees

1

MN Average: 157
Total Number of Accounts

153

MN Average: 8,262
Average Account Size

$849,635

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Gary Greenberg Work History

Gary has been registered as a financial advisor for 9 years.*

1985 - Present (39 years)

Gary L. Greenberg

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Greenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gary L. Greenberg

Gary Greenberg
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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