Ginsburg Financial Advisors

Ginsburg Financial Advisors (CRD# 144875) is a financial advisory firm headquartered in Oakland, CA. They manage $185,678,097 in 538 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $345,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ginsburg Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Adele R. Ostomel
CRD#: 5041889
6201 Medau Place, Suite 201, Oakland, CA 94611
90
Wealthminder
score

Adele Ostomel (CRD# 5041889) is an Investment Advisor Representative working at Ginsburg Financial Advisors in Oakland, CA and has 1 year of experience in the finance industry. Adele Ostomel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John A. Bellamy
CRD#: 2662846
6201 Medau Place, Suite 101, Oakland, CA 94611
87
Wealthminder
score

John Bellamy (CRD# 2662846) is an Investment Advisor Representative working at Ginsburg Financial Advisors in Oakland, CA and has 1 year of experience in the finance industry. John Bellamy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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