GARY L. GREENBERG

Overview

Gary L. Greenberg operates an independent registered investment adviser structured as a sole proprietorship. The practice has been SEC-registered since 1985 and serves both individual and family clients as well as institutional clients. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as a capital allocator; instead it implements portfolios directly for client accounts. Investment stance is equity-centered: the firm shows a clear preference for exchange-traded equities as its primary building block. Portfolios combine direct equities with pooled products and third-party strategies to provide diversification and access to liquid market exposures. The adviser does not identify as an active ESG investor and operates with a regional footprint rather than as a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices