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Gary Greenberg

30 Years of Experience
Los Angeles, CA
Broker

Gary Greenberg is a registered investment advisor at Payden & Rygel, based in Los Angeles, CA, with 30 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 482 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
482 clients
Average Client Portfolio
$328.3M average
Assets Under Management
$158.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.25%
$100M+0.20%

Rates vary by strategy. The listed schedule represents common Core Bond strategies. Other strategies range from 0.15% to 0.65% for the first $100 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

333 S. Grand Avenue, 32nd Floor, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Payden & Rygel
October 2002 - Present · 24 yrs
Payden & Rygel DistributorsBroker
February 1996 - Present · 30 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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