Greenberg Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 16, 2026, reports $407M in regulatory assets under management, 10 employees, and 1,175 accounts.
Assets Under Management
$407M
Employees
10
Offices
--
Total Clients
804
Primary office
TUCSON, AZ
4511 N CAMPBELL AVE #255, TUCSON, AZ, United States
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
675
2
HNWI
15.5%
125
3
Pension Plans
0.5%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$407Mas of March 16, 2026
Discretionary90.5%
$368M
90% of total RAUM90.5%
Non-discretionary9.5%
$39M
10% of total RAUM9.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$407M
Total Accounts1,175
10Y AUM Change+$213M (+109.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee80:1
10Y Employee Change+3 (+42.9%)
* 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.