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GREENBERG FINANCIAL GROUP
BENEFIT CONCEPTS INC.
CRD 226707
3240 RIDGE LANE, BOYNTON BEACH, FL, 33435, United States
Phone
561-738-6464
Fax
561-738-6463
Registration
— (—)
Source
State registered
Total AUM
$5.1M
Discretionary AUM
$5.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $2.8M |
| High net worth individuals | 2 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD