Investment adviser · CRD 128726

GREENBERG GRAHAM ADVISORS LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Mar 20, 2014

Regulatory AUM
$74M
Form ADV · Item 5.F
Client accounts
168
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2600 MICHELSON DRIVE, SUITE 1700
IRVINE, CA, 92612, United States

CRD 128726

Filing source

Form ADV 804313 · Mar 20, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.