# GREENBERG GRAHAM ADVISORS LLC

GREENBERG GRAHAM ADVISORS LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128726
- Type: SEC-registered investment adviser
- SEC file number: 801-62610
- Location: 2600 MICHELSON DRIVE, SUITE 1700, IRVINE, CA, 92612
- Phone: 714-437-0040
- Latest filing: 2014-03-20
- Regulatory AUM: $74.0M
- Discretionary AUM: $74.0M
- Clients: 4
- Accounts: 168

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| GREENBERG ROBERT JOSEPH | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER; PRINCIPAL/COMPLIANCE OFFICER | — |
| GRAHAM JAMES RICHARD | PRINCIPAL; PRINCIPAL, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128726/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128726/similar
- Related entities: https://search.stillhousedata.com/firm/128726/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128726

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
