Overview
Assets Under Management: $2.5 billion
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 324
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 324
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 10,333
Discretionary Accounts: 10,333
Regulatory Filings
CRD Number: 308174
Last Filing Date: 2025-02-20 00:00:00
Website: https://bergerfinancialgroup.com