GREENBERG FINANCIAL GROUP

GREENBERG FINANCIAL GROUP of BOYNTON BEACH, FL is an SEC-registered investment adviser (CRD 226707). Regulatory assets under management: $5.1M.

Registration

• CRD: 226707
• Type: Registered investment adviser
• Location: 3240 RIDGE LANE, BOYNTON BEACH, FL, 33435
• Phone: 561-738-6464
• Latest filing: 2026-03-30
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226707 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search