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Building 2BERG INVESTMENT PLANNING

Map pin
Phone708-267-6451
NotebookSEC #801-69306
Total AUM
$66M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 TO 4:00
Monday - Friday
Phone
708-267-6451

ReceiptFinancials

Total AUM
$66M
Accounts
191
Discretionary
$1.6M
Accounts
2
Non-Discretionary
$64.4M
Accounts
189

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
1/4% OR LESS OF AUM SEE FORM ADV PART II SCH. F P.2 ITEM 1C

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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