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Building 2BERGER FINANCIAL GROUP LLC

Map pinDENVER, CO
Phone303-329-0200
NotebookSEC #801-9451
Total AUM
$4.9B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 UNIVERSITY BLVD
DENVER
CO 80206
USA
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
303-329-0200

ReceiptFinancials

Total AUM
$4.9B
Accounts
25
Discretionary
$4.9B
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKAZCADENYTNWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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