GINSBURG FINANCIAL ADVISORS, INC.
Legal name: GINSBURG FINANCIAL ADVISORS
CRD #144875 SEC #801-68289 OAKLAND, CA (510) 339-3933
SEC Registered
Total AUM
$268.6M
Discretionary
$213.3M
Employees
7
Clients
1
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $268.6M | $213.3M | $55.3M | 7 | 0 |
| Mar 2021 | $240.5M | $185M | $55.5M | 6 | 0 |
| May 2020 | $216M | $167.8M | $48.2M | 6 | 0 |
| Mar 2020 | $216M | $167.8M | $48.2M | 6 | 0 |
| Oct 2019 | $188.3M | $138M | $50.3M | 6 | 1 |
| Mar 2019 | $188.3M | $138M | $50.3M | 6 | 1 |
| Mar 2018 | $207.5M | $87.4M | $120.2M | 8 | 0 |
| Mar 2017 | $186.8M | $81.5M | $105.4M | 8 | 154 |
| Mar 2016 | $185.7M | $185.7M | $0 | 8 | 154 |
| Feb 2015 | $197.2M | $29M | $168.1M | 6 | 154 |
| Jan 2015 | $189.9M | $14.9M | $175M | 6 | 154 |
| Mar 2014 | $189.9M | $14.9M | $175M | 6 | 154 |
| Mar 2014 | $189.9M | $14.9M | $175M | 6 | 154 |
| Feb 2013 | $174M | $0 | $174M | 6 | 154 |
| Mar 2012 | $161.7M | $161.7M | $0 | 6 | 148 |
| Jan 2011 | $144M | $0 | $144M | 10 | -- |
| Mar 2009 | $174.7M | $1.4M | $173.3M | 10 | -- |
| Dec 2007 | $173.1M | $2.1M | $171.1M | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2022
Total AUM$268.6M
Discretionary$213.3M
Non-Disc.$55.3M
Employees7
Clients0
DateMar 2021
Total AUM$240.5M
Discretionary$185M
Non-Disc.$55.5M
Employees6
Clients0
DateMay 2020
Total AUM$216M
Discretionary$167.8M
Non-Disc.$48.2M
Employees6
Clients0
DateMar 2020
Total AUM$216M
Discretionary$167.8M
Non-Disc.$48.2M
Employees6
Clients0
DateOct 2019
Total AUM$188.3M
Discretionary$138M
Non-Disc.$50.3M
Employees6
Clients1
DateMar 2019
Total AUM$188.3M
Discretionary$138M
Non-Disc.$50.3M
Employees6
Clients1
DateMar 2018
Total AUM$207.5M
Discretionary$87.4M
Non-Disc.$120.2M
Employees8
Clients0
DateMar 2017
Total AUM$186.8M
Discretionary$81.5M
Non-Disc.$105.4M
Employees8
Clients154
DateMar 2016
Total AUM$185.7M
Discretionary$185.7M
Non-Disc.$0
Employees8
Clients154
DateFeb 2015
Total AUM$197.2M
Discretionary$29M
Non-Disc.$168.1M
Employees6
Clients154
DateJan 2015
Total AUM$189.9M
Discretionary$14.9M
Non-Disc.$175M
Employees6
Clients154
DateMar 2014
Total AUM$189.9M
Discretionary$14.9M
Non-Disc.$175M
Employees6
Clients154
DateMar 2014
Total AUM$189.9M
Discretionary$14.9M
Non-Disc.$175M
Employees6
Clients154
DateFeb 2013
Total AUM$174M
Discretionary$0
Non-Disc.$174M
Employees6
Clients154
DateMar 2012
Total AUM$161.7M
Discretionary$161.7M
Non-Disc.$0
Employees6
Clients148
DateJan 2011
Total AUM$144M
Discretionary$0
Non-Disc.$144M
Employees10
Clients--
DateMar 2009
Total AUM$174.7M
Discretionary$1.4M
Non-Disc.$173.3M
Employees10
Clients--
DateDec 2007
Total AUM$173.1M
Discretionary$2.1M
Non-Disc.$171.1M
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--