RIA Intel›Advisers›California›GINSBERG FINANCIAL STRATEGIES, INC.

GINSBERG FINANCIAL STRATEGIES, INC.

Advisory

WALNUT CREEK, CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,072
of 5,480 advisers by AUM
Average account
$148K
across 507 accounts
AUM per adviser
$75M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$75M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$75M
Discretionary AUM$0
Non-Discretionary AUM$75M
Discretionary %0%
Total Clients127
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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