GINSBERG FINANCIAL STRATEGIES

GINSBERG FINANCIAL STRATEGIES of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 161151). Regulatory assets under management: $74.8M.

Registration

• CRD: 161151
• Type: Registered investment adviser
• Location: 2950 BUSKIRK AVE., WALNUT CREEK, CA, 94597
• Phone: 925-287-8400
• Latest filing: 2026-02-13
• Regulatory AUM: $74.8M
• Non-discretionary AUM: $74.8M
• Clients: 3
• Accounts: 507

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161151 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search