Gary L. Greenberg

Public-record details

Address

6955 Sand Ridge Road, Eden Prairie, MN 55346

Phone

(612) 360-4557

Listed under

Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting

Legal name

Greenberg Gary Louis

CRD number

108423

Registration

SEC registered since 1985-05-15

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting

Regulatory assets under management

$141.1 million

Accounts managed

124

Clients reported (Form ADV 5.D)

67

Individual / high-net-worth clients

34 / 29

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-27

SEC registered investment adviser, CRD 108423, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 108423 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.