Overview
Assets Under Management: $2.0 billion
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 118
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 8,756
Discretionary Accounts: 5,981
Non-Discretionary Accounts: 2,775
Regulatory Filings
CRD Number: 119682
Filing ID: 1966288
Last Filing Date: 2025-03-26 16:58:00
Website: https://berthel.com