Greenberg Financial Group

Greenberg Financial Group (CRD# 38747) is a financial advisory firm headquartered in Tucson, AZ. They manage $174,554,206 in 967 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    967
    ACCOUNTS
  • Average Account Value
    $180,511
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • 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.

AZ, FL

Financial Advisors at Greenberg Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin J. Fernandez
CRD#: 4268064
4511 N Campbell Ave, Tucson, AZ 85718
93
Wealthminder
score

Benjamin Fernandez (CRD# 4268064) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 15 years of experience in the finance industry.

2
John N. Sturtevant
CRD#: 1413167
4511 N Campbell Ave #255, Tucson, AZ 85718
93
Wealthminder
score

John Sturtevant (CRD# 1413167) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 31 years of experience in the finance industry.

3
David C. Showell
CRD#: 4712074
4511 N Campbell Ave, Tucson, AZ 85718
71
Wealthminder
score

David Showell (CRD# 4712074) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 12 years of experience in the finance industry.

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