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Building 2BERGMAN INVESTMENT MANAGEMENT

Map pin
Phone415-374-7800
NotebookSEC #801-63262
Total AUM
$229.4M
Employees
1
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
415-374-7800

ReceiptFinancials

Total AUM
$229.4M
Accounts
59
Discretionary
$0
Accounts
0
Non-Discretionary
$229.4M
Accounts
59

ContactClients

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HNW Individual Clients
57
AUM
$99.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M
Charitable Organization Clients
1
AUM
$127.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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