GREENBERG GRAHAM ADVISORS LLC

IRVINE, California·2 registered advisors·CRD# 128726

SEC# 801-62610714-437-0040

01

Firm Overview

AUM

$74M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GREENBERG GRAHAM ADVISORS LLC

2 registered advisors

James Richard Graham

IRVINE, California

Robert Joseph Greenberg

IRVINE, California

05

Office Locations

IRVINE, California

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Data sourced from SEC Form ADV filings. GREENBERG GRAHAM ADVISORS LLC (CRD# 128726) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.