Insights

Strong Affiliation Ginsburg Financial Advisors is now part of Wealth Enhancement Group, providing an opportunity to introduce complementary services or advanced wealth management solutions that leverage the additional resources available through this affiliation.

Mid-Size Revenue With a revenue range of 1 to 10 million dollars, Ginsburg Financial Advisors is an ideal prospect for scalable technology solutions, compliance tools, or practice management enhancements tailored for small to mid-sized firms.

Market Focus Operating within local Oakland and serving a limited family client base, there is potential for specialized marketing or client engagement tools to help expand their client reach while maintaining personalized service.

Digital Infrastructure Their use of cloud-based and CDN security technologies suggests openness to adopting innovative fintech solutions that can improve operational efficiency or client online experiences.

Growth Potential As part of a larger national firm post-acquisition, Ginsburg Financial Advisors may seek strategic growth services, practice management support, or technology upgrades to capitalize on their expanded operational capacity.

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?

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Ginsburg Financial Advisors, Inc.'s main headquarters is located at 6201 Medau Place Suite 101 Oakland, California 94611 United States. The company has employees across 1 continents, including North America.

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

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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?

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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?

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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?

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As of March 2026, 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?

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Ginsburg Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Ginsburg Financial Advisors, Inc. use?

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Ginsburg Financial Advisors, Inc.'s tech stack includes Section.ioCloudflare CDN.

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

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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?

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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 Oakland, California 94611 United States
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

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