Greenberg Financial Group
Greenberg Financial Group is an SEC-registered mass-market adviser in Tucson, AZ with $406.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Greenberg Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 38747, SEC 801-36988, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $406.9M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Tucson, AZ
- Employees
- 10
- Clients
- 804
- CRD
- 38747
- Ownership
- HAMRA, DAVID ALAN; RUPPRECHT, KEVIN EDWARD; LAUSENG, HEATH ORIN; GREENBERG, DEAN STEVEN; FINE, MARC BARRY
How much AUM does Greenberg Financial Group have?
Greenberg Financial Group reported $406.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Greenberg Financial Group?
Disclosed owners and executives of Greenberg Financial Group include HAMRA, DAVID ALAN, RUPPRECHT, KEVIN EDWARD, LAUSENG, HEATH ORIN, GREENBERG, DEAN STEVEN, FINE, MARC BARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.