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Building 2BERGER FINANCIAL GROUP

Map pinPLYMOUTH, MN
Phone763-746-2666
NotebookSEC #801-118923
Total AUM
$2.9B
Employees
89
Clients
3,800

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1695 STATE HWY 169 N
PLYMOUTH
MN 55441
United States
Operating Hours
8:00A.M. - 4:00P.M.
Monday - Friday
Phone
763-746-2666
Other Offices
9

ReceiptFinancials

Total AUM
$2.9B
Accounts
11,139
Discretionary
$2.9B
Accounts
11,139
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,942
AUM
$2.1B
HNW Individual Clients
813
AUM
$866.2M
Charitable Organization Clients
5
AUM
$2.4M
Government Entity Clients
3
AUM
$3.8M
Corporation or Business Clients
37
AUM
$11.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMEMIMNMONCNDNENHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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