Greenblatt Financial Management, Inc.
Greenblatt Financial Management, Inc. (CRD# 121819) is a financial advisory firm headquartered in , . They manage $74,237,925 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management74MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$1,515,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Debra Greenblatt (CRD# 4575366) is an Investment Advisor Representative working at Greenblatt Financial Management, Inc. in Boca Raton, FL and has 1 year of experience in the finance industry. Debra Greenblatt 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.