Greenberg Financial Group
● SEC registered since 1990CRD 38747SEC# 801-36988Tucson, AZ
Reg. AUM
$406.9M
Employees
10
Accounts
1,175
Location
Tucson, AZ
Greenberg Financial Group assets under management
Greenberg Financial Group is a registered investment adviser overseen by the SEC based in Tucson, AZ. The firm has been registered since 1990. It reports $406.9 million in regulatory assets under management and employs 10 people.
Greenberg Financial Group owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Steven Greenberg Control | Ceo | Over 75% | 1995 |
| Dylan Jacob Greenberg Control | President | Under 5% | 2025 |
| Todd Glick Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Greenberg Financial Group manage?
Greenberg Financial Group reports $406.9 million in regulatory assets under management on its Form ADV.
How many employees does Greenberg Financial Group have?
Greenberg Financial Group reports 10 employees.
Where is Greenberg Financial Group located?
Greenberg Financial Group is based in Tucson, AZ and has been SEC-registered since 1990.
Does Greenberg Financial Group disclose fund performance?
Greenberg Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4511 N Campbell Ave #255, Tucson, AZ 85718-6423 |
| Phone | 520-544-4909 |
| Fax | 520-544-0640 |
| Office hours | 6:30a.m. - 3:30p.m. Mst |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 946626 |
| Discloses disciplinary history | No |
Regulatory AUM
$406.9M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$406.9Mregulatory AUM
Discretionary $368.1MNon-discretionary $38.8M