Overview
Assets Under Management: $208 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 76
Average Client Assets: $2.2 million
Frequently Asked Questions
GINSBURG FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144875), GINSBURG FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
GINSBURG FINANCIAL ADVISORS is headquartered in OAKLAND, CA.
GINSBURG FINANCIAL ADVISORS serves 76 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, GINSBURG FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GINSBURG FINANCIAL ADVISORS manages $208 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, GINSBURG FINANCIAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.52%
Average Client Assets: $2.2 million
Total Client Accounts: 542
Discretionary Accounts: 229
Non-Discretionary Accounts: 313
Regulatory Filings
CRD Number: 144875
Filing ID: 1197178
Last Filing Date: 2018-03-28 12:13:00