GREENBERG FINANCIAL GROUP
CRD #38747 SEC #801-36988 TUCSON, AZ 520-544-4909
SEC Registered
Total AUM
$331.2M
Discretionary
$302.9M
Employees
10
Clients
51
Accounts
1,178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $331.2M | $302.9M | $28.3M | 10 | 0 |
| Sep 2025 | $331.2M | $302.9M | $28.3M | 10 | 0 |
| Jun 2025 | $331.2M | $302.9M | $28.3M | 6 | 0 |
| Mar 2025 | $331.2M | $302.9M | $28.3M | 6 | 0 |
| Mar 2024 | $257.8M | $257.8M | $0 | 6 | 0 |
| Mar 2023 | $188.8M | $188.8M | $0 | 5 | 0 |
| Nov 2022 | $206.6M | $206.6M | $0 | 7 | 0 |
| Mar 2022 | $206.6M | $206.6M | $0 | 5 | 0 |
| Sep 2021 | $187.4M | $187.4M | $0 | 5 | 0 |
| Mar 2021 | $187.4M | $187.4M | $0 | 5 | 0 |
| May 2020 | $227.7M | $227.7M | $0 | 5 | 0 |
| Apr 2020 | $227.7M | $227.7M | $0 | 5 | 0 |
| Mar 2019 | $194M | $194M | $0 | 6 | 0 |
| Mar 2019 | $194M | $194M | $0 | 6 | 0 |
| Mar 2018 | $197.3M | $197.3M | $48.9K | 7 | 0 |
| Mar 2017 | $194.1M | $193.9M | $163K | 7 | 500 |
| Feb 2016 | $174.6M | $174.4M | $133.7K | 9 | 500 |
| Feb 2015 | $187.8M | $187.6M | $226.8K | 6 | 500 |
| Feb 2014 | $188.5M | $188.4M | $142.8K | 6 | 500 |
| Feb 2013 | $177.3M | $176.8M | $559.6K | 5 | 500 |
| Mar 2012 | $181.5M | $181M | $531.5K | 6 | 500 |
| Jun 2010 | $157.5M | $155.6M | $1.9M | 10 | -- |
| Mar 2010 | $157.5M | $155.6M | $1.9M | 10 | -- |
| Feb 2009 | $103.2M | $100.6M | $2.6M | 10 | -- |
| Mar 2007 | $149.4M | $136.6M | $12.8M | 10 | -- |
| Sep 2005 | $105.9M | $96.9M | $9M | 10 | -- |
| Aug 2001 | $79.2M | $76.3M | $3M | 10 | -- |
DateSep 2025
Total AUM$331.2M
Discretionary$302.9M
Non-Disc.$28.3M
Employees10
Clients0
DateSep 2025
Total AUM$331.2M
Discretionary$302.9M
Non-Disc.$28.3M
Employees10
Clients0
DateJun 2025
Total AUM$331.2M
Discretionary$302.9M
Non-Disc.$28.3M
Employees6
Clients0
DateMar 2025
Total AUM$331.2M
Discretionary$302.9M
Non-Disc.$28.3M
Employees6
Clients0
DateMar 2024
Total AUM$257.8M
Discretionary$257.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$194M
Discretionary$194M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$48.9K
Employees7
Clients0
DateMar 2017
Total AUM$194.1M
Discretionary$193.9M
Non-Disc.$163K
Employees7
Clients500
DateFeb 2016
Total AUM$174.6M
Discretionary$174.4M
Non-Disc.$133.7K
Employees9
Clients500
DateFeb 2015
Total AUM$187.8M
Discretionary$187.6M
Non-Disc.$226.8K
Employees6
Clients500
DateFeb 2014
Total AUM$188.5M
Discretionary$188.4M
Non-Disc.$142.8K
Employees6
Clients500
DateFeb 2013
Total AUM$177.3M
Discretionary$176.8M
Non-Disc.$559.6K
Employees5
Clients500
DateMar 2012
Total AUM$181.5M
Discretionary$181M
Non-Disc.$531.5K
Employees6
Clients500
DateJun 2010
Total AUM$157.5M
Discretionary$155.6M
Non-Disc.$1.9M
Employees10
Clients--
DateMar 2010
Total AUM$157.5M
Discretionary$155.6M
Non-Disc.$1.9M
Employees10
Clients--
DateFeb 2009
Total AUM$103.2M
Discretionary$100.6M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2007
Total AUM$149.4M
Discretionary$136.6M
Non-Disc.$12.8M
Employees10
Clients--
DateSep 2005
Total AUM$105.9M
Discretionary$96.9M
Non-Disc.$9M
Employees10
Clients--
DateAug 2001
Total AUM$79.2M
Discretionary$76.3M
Non-Disc.$3M
Employees10
Clients--