Overview
Assets Under Management: $798 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,408
Discretionary Accounts: 2,244
Non-Discretionary Accounts: 1,164
Regulatory Filings
CRD Number: 13609
Filing ID: 1966912
Last Filing Date: 2025-03-26 16:53:00
Website: https://berthel.com