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Greenberg Graham Advisors LLC (Irvine)


Greenberg Graham Advisors LLC is an adviser based in Irvine. It manages $74 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2003.

Greenberg Graham Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenberg Graham Advisors: assets under management

The assets under management (AUM) of Greenberg Graham Advisors LLC is $74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $440.48 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenberg Graham Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Greenberg Graham Advisors LLC performs its advisory services is located at 2600 Michelson Drive, Suite 1700, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 714-437-0040 or by fax 949-861-9518. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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