Greenberg Nehls & Co., Inc. (Tucson)

Greenberg Nehls & Co., Inc. is a large advisory firm based in Tucson. It manages $79.25 million of regulatory assets for 844 client accounts. It has been registered with the SEC as an adviser since 2001.

Greenberg Nehls & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenberg Nehls & Co.: assets under management

The assets under management (AUM) of Greenberg Nehls & Co., Inc. is $79.25 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $76.26 million in discretionary accounts and $2.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenberg Nehls & Co., Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Greenberg Nehls & Co., Inc.

Dean Steven Greenberg has been acting as President since 1 Jan 1995. David Alan Hamra joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dean Steven Greenberg	President	1 Jan 1995	75% - 100%	1186469
Joseph Andrew Nehls	Secretary	1 Jan 1995	Other	1399364
Marc Barry Fine	Principal	1 May 1999	Other	3114937
Heath Orin Lauseng	Vice president	1 Jul 1999	Other	2778548
David Alan Hamra	Principal	1 Oct 1999	Other	1699113

Based in Tucson

The principal office where Greenberg Nehls & Co., Inc. performs its advisory services is located at 4511 N Campbell Ave, Tucson, AZ 85718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.