Insights

Strong Industry Position Ginsburg Financial Advisors operates in the competitive financial services sector with a niche focus on high-touch, personalized wealth management for a limited client base, indicating potential for tailored premium financial solutions and technology integrations.

Recent Acquisition Leverage Joining Wealth Enhancement Group, a major player with over 55 billion dollars in assets, provides Ginsburg with expanded resources, technology platforms, and marketing support, creating opportunities to upsell advanced advisory services and digital solutions.

Growth Potential With a revenue range of 1 to 10 million and a small team, there is opportunity to introduce scalable financial products and technology tools to streamline services, enhance client experience, and attract additional high-net-worth clients.

Technology Utilization Utilizing cloud-based and CDN services like Section.io and Cloudflare suggests openness to adopting innovative financial technologies, presenting avenues for selling cybersecurity, data management, and customer engagement platforms.

Partner Resources As part of a nationally recognized network, Ginsburg can benefit from vendor partnerships, marketing alliances, and compliance support, creating opportunities to offer integrated solutions that enhance operational efficiency and regulatory adherence.

Ginsburg Financial Advisors, Inc. Tech Stack

Ginsburg Financial Advisors, Inc. uses 2 technology products and services including Section.io, Cloudflare CDN, and more. Explore Ginsburg Financial Advisors, Inc.'s tech stack below.

  • Section.io
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network

Ginsburg Financial Advisors, Inc.'s Email Address Formats

Ginsburg Financial Advisors, Inc. uses at least 1 format(s):
Ginsburg Financial Advisors, Inc. Email FormatsExamplePercentage
FLast@ginsburgadvisors.comJDoe@ginsburgadvisors.com
50%
FLast@ginsburgadvisors.comJDoe@ginsburgadvisors.com
50%

Frequently Asked Questions

Where is Ginsburg Financial Advisors, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc.'s main headquarters is located at 6201 Medau Place, Suite 101. The company has employees across 1 continents, including North America.

What is Ginsburg Financial Advisors, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Ginsburg Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ginsburg Financial Advisors, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc.'s official website is ginsburgadvisors.com and has social profiles on LinkedIn.

What is Ginsburg Financial Advisors, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Ginsburg Financial Advisors, Inc. have currently?

Minus sign iconPlus sign icon
As of December 2025, Ginsburg Financial Advisors, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Office Manager: D. A.Certified Financial Planner: L. G.. Explore Ginsburg Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Ginsburg Financial Advisors, Inc. belong to?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Ginsburg Financial Advisors, Inc. use?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc.'s tech stack includes Section.ioCloudflare CDN.

What is Ginsburg Financial Advisors, Inc.'s email format?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc.'s email format typically follows the pattern of FLast@ginsburgadvisors.com. Find more Ginsburg Financial Advisors, Inc. email formats with LeadIQ.

When was Ginsburg Financial Advisors, Inc. founded?

Minus sign iconPlus sign icon
Ginsburg Financial Advisors, Inc. was founded in 1981.

Ginsburg Financial Advisors, Inc.

Financial ServicesCalifornia, United States2-10 Employees

We are a 41 year old small, independent, successful, locally owned firm comprised of CFP® Practitioners and professional associates furnishing a high level of service to our loyal clientele.  Our office is at 6201 Medau Place, Suite 101, Oakland, CA 94611, in the Montclair Village Business District of Oakland.  Our professional affiliation with a financially strong, large national company provides us with significant resources to better serve our clients. Our team of seven serves a limited number of client families.

As of December 1, 2022, Ginsburg Financial Advisors joined Wealth Enhancement Group, a well-respected national Registered Investment Advisor.  We are excited about the additional resources we will now have available to our clients.  

Registered Principal, Branch Manager
Wealth Enhancement Group (WEG)
Securities through LPL Financial, Member FINRA & SIPC 
Advisory Services through Wealth Enhancement Advisory Services 
WEG & LPL are separate companies

Section iconCompany Overview

Headquarters
6201 Medau Place, Suite 101
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Ginsburg Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Ginsburg Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.