Firm profile

GARY L. GREENBERG

EDEN PRAIRIE, MNCRD 108423Latest ADV March 27, 2026

Gary L. Greenberg is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Eden Prairie, MN.

Assets Under Management
$141M
Employees
1
Offices
--
Total Clients
67
Primary office
EDEN PRAIRIE, MN
6955 SAND RIDGE ROAD, EDEN PRAIRIE, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(612) 360-4557
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOGary L. Greenberg

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
34
2
HNWI
43.3%
29
3
Charitable
4.5%
3
4
FAMILY PARTNERSHIP
1.5%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$141Mas of March 27, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$141M
Total Accounts124
10Y AUM Change$-98K (-0.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee67:1
10Y Employee Change-1 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.