Overview
Assets Under Management: $1.4 billion
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 13
Average Client Assets: $8.4 million
Frequently Asked Questions
BERGANKDV WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143038), BERGANKDV WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BERGANKDV WEALTH MANAGEMENT, LLC is headquartered in BLOOMINGTON, MN.
BERGANKDV WEALTH MANAGEMENT, LLC serves 13 high-net-worth clients according to their SEC filing dated August 24, 2018. View client details ↓
According to their SEC Form ADV, BERGANKDV WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BERGANKDV WEALTH MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated August 24, 2018.
According to their SEC Form ADV, BERGANKDV WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.81%
Average Client Assets: $8.4 million
Total Client Accounts: 2,263
Discretionary Accounts: 1,472
Non-Discretionary Accounts: 791
Regulatory Filings
CRD Number: 143038
Filing ID: 1235840
Last Filing Date: 2018-08-24 11:30:00