Greenberg Graham Advisors LLC

Greenberg Graham Advisors LLC (CRD# 128726) is a financial advisory firm headquartered in Irvine, CA. They manage $61,073,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $404,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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 Greenberg Graham Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mindy B. Tankel
CRD#: 2736308
2600 Michelson Drive, Suite 1700, Irvine, CA 92612
96
Wealthminder
score

Mindy Tankel (CRD# 2736308) is an Investment Advisor Representative working at Greenberg Graham Advisors LLC in Irvine, CA and has over 15 years of experience in the finance industry. Mindy Tankel 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
James R. Graham
CRD#: 2477749
2600 Michelson Drive #1700, Irvine, CA 92612
93
Wealthminder
score

James Graham (CRD# 2477749) is an Investment Advisor Representative working at Greenberg Graham Advisors LLC in Irvine, CA and has over 12 years of experience in the finance industry.

3
Paul D. Barlow
CRD#: 1048088
2600 Michelson Drive, Suite 1700, Irvine, CA 92612
76
Wealthminder
score

Paul Barlow (CRD# 1048088) is an Investment Advisor Representative working at Greenberg Graham Advisors LLC in Irvine, CA and has over 33 years of experience in the finance industry. Paul Barlow 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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