Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 64
Average Client Assets: $1.4 million
Frequently Asked Questions
BERGMAN INVESTMENT MANAGEMENT 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 #113186), BERGMAN INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
BERGMAN INVESTMENT MANAGEMENT serves 64 high-net-worth clients according to their SEC filing dated January 08, 2018. View client details ↓
According to their SEC Form ADV, BERGMAN INVESTMENT MANAGEMENT offers portfolio management for individuals. View all service details ↓
BERGMAN INVESTMENT MANAGEMENT manages $215 million in client assets according to their SEC filing dated January 08, 2018.
According to their SEC Form ADV, BERGMAN INVESTMENT MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.48%
Average Client Assets: $1.4 million
Total Client Accounts: 67
Non-Discretionary Accounts: 67
Regulatory Filings
CRD Number: 113186
Filing ID: 1160974
Last Filing Date: 2018-01-08 16:30:00