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GARY L. GREENBERG
Legal name: GREENBERG GARY LOUIS
CRD 108423File 801-24149
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$141.1M
Bottom 25% of cohort (national)
Discretionary AUM
$141.1M
Clients
66
124 accounts
Employees
1
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 15, 1985
- Principal office
- 6955 SAND RIDGE ROAD, EDEN PRAIRIE, MN, 55346
- Phone
- 612-360-4557
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $141.1M
- Discretionary AUM
- $141.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 124
- Non-discretionary accounts
- 0
- Total accounts
- 124
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 29 | $103.8M |
| Individuals (other than high net worth individuals) | 34 | $20.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 67 | 66 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.