GREENBERG GARY LOUIS
Legal name: GARY L. GREENBERG
CRD #108423 SEC #801-24149 EDEN PRAIRIE, MN 612-360-4557
SEC Registered
Total AUM
$141.9M
Discretionary
$141.9M
Employees
1
Clients
--
Accounts
119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $141.9M | $141.9M | $0 | 1 | 2 |
| Nov 2024 | $133M | $133M | $0 | 1 | 2 |
| Mar 2024 | $133M | $133M | $0 | 1 | 2 |
| Mar 2023 | $130M | $130M | $0 | 1 | 2 |
| Mar 2022 | $149M | $149M | $0 | 1 | 0 |
| Mar 2021 | $139.1M | $139.1M | $0 | 1 | 0 |
| Jun 2020 | $140.2M | $140.2M | $0 | 1 | 0 |
| Mar 2020 | $140.2M | $140.2M | $0 | 1 | 0 |
| Mar 2019 | $131.6M | $128.3M | $3.3M | 2 | 2 |
| Mar 2018 | $150M | $148.9M | $1.1M | 2 | 0 |
| Mar 2017 | $141.2M | $140.3M | $905.8K | 2 | 26 |
| Mar 2016 | $135.3M | $134.5M | $800.9K | 2 | 26 |
| Mar 2015 | $136M | $136M | $0 | 2 | 26 |
| Nov 2014 | $126.6M | $126.6M | $0 | 2 | 26 |
| Mar 2014 | $126.6M | $126.6M | $0 | 2 | 26 |
| Jul 2013 | $126.5M | $126.5M | $0 | 2 | 26 |
| May 2013 | $126.5M | $126.5M | $0 | 1 | 26 |
| May 2013 | $126.5M | $126.5M | $0 | 1 | 26 |
| Mar 2013 | $126.5M | $126.5M | $0 | 1 | 26 |
| Mar 2012 | $119.5M | $119.5M | $0 | 1 | 26 |
| Aug 2011 | $117.4M | $117.4M | $0 | 5 | -- |
| Mar 2008 | $120.7M | $120.7M | $0 | 5 | -- |
| Mar 2007 | $116.8M | $116.8M | $0 | 5 | -- |
| Mar 2006 | $103.8M | $103.8M | $0 | 5 | -- |
| Mar 2004 | $94.9M | $94.9M | $0 | 5 | -- |
| Mar 2002 | $94.3M | $94.3M | $0 | 5 | -- |
| May 2001 | $99.4M | $99.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees1
Clients2
DateNov 2024
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees1
Clients2
DateMar 2024
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees1
Clients2
DateMar 2023
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees1
Clients2
DateMar 2022
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$131.6M
Discretionary$128.3M
Non-Disc.$3.3M
Employees2
Clients2
DateMar 2018
Total AUM$150M
Discretionary$148.9M
Non-Disc.$1.1M
Employees2
Clients0
DateMar 2017
Total AUM$141.2M
Discretionary$140.3M
Non-Disc.$905.8K
Employees2
Clients26
DateMar 2016
Total AUM$135.3M
Discretionary$134.5M
Non-Disc.$800.9K
Employees2
Clients26
DateMar 2015
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees2
Clients26
DateNov 2014
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees2
Clients26
DateJul 2013
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees2
Clients26
DateMay 2013
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2013
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients--