Greenberg Financial Group

Greenberg Financial Group (CRD# 38747) is a financial advisory firm headquartered in Tucson, AZ. They manage $257,773,955 in 869 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4511 N Campbell Ave #255, Tucson, AZ 85718
http://www.greenbergfinancial.com
By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    869
    ACCOUNTS
  • Average Account Value
    $296,633
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL

Financial Advisors at Greenberg Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
Sebastian Borsini, financial advisor Tucson AZ
Sebastian R. Borsini
CRD#: 7775790
4511 N Campbell Ave #255, Tucson, AZ 85718

Sebastian Borsini (CRD# 7775790) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has 1 year of experience in the finance industry.

2
Todd Glick, financial advisor Tucson AZ
Todd Glick
CRD#: 7444696
4511 N Campbell Ave, Tucson, AZ 85718

Todd Glick (CRD# 7444696) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has 1 year of experience in the finance industry.

3
Dean Greenberg, financial advisor Tucson AZ
Dean S. Greenberg
CRD#: 1186469
4511 N Campbell Ave, Tucson, AZ 85718

Dean Greenberg (CRD# 1186469) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 39 years of experience in the finance industry.

4
Dylan Greenberg, financial advisor Tucson AZ
Dylan J. Greenberg
CRD#: 6968557
4511 N Campbell Ave, Tucson, AZ 85718

Dylan Greenberg (CRD# 6968557) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 4 years of experience in the finance industry.

5
Mark Kinney, financial advisor Tucson AZ
Mark J. Kinney
CRD#: 2635263
6711 E.camino Principal, Tucson, AZ 85715

Mark Kinney (CRD# 2635263) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 28 years of experience in the finance industry.

6
Susan Maxwell, financial advisor Tucson AZ
Susan J. Maxwell
CRD#: 4005580
4511 N Campbell Ave, Tucson, AZ 85718

Susan Maxwell (CRD# 4005580) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 15 years of experience in the finance industry.

7
David Sherwood, financial advisor Tucson AZ
David M. Sherwood
CRD#: 1024893
4511 N Campbell Ave, Tucson, AZ 85718

David Sherwood (CRD# 1024893) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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