Overview
Assets Under Management: $569 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
VAN DEN BERG MANAGEMENT I, INC. 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 #112308), VAN DEN BERG MANAGEMENT I, INC. is subject to fiduciary duty under federal law.
VAN DEN BERG MANAGEMENT I, INC. is headquartered in AUSTIN, TX.
VAN DEN BERG MANAGEMENT I, INC. serves 98 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, VAN DEN BERG MANAGEMENT I, INC. offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
VAN DEN BERG MANAGEMENT I, INC. manages $569 million in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, VAN DEN BERG MANAGEMENT I, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 703
Discretionary Accounts: 703
Regulatory Filings
CRD Number: 112308
Filing ID: 1960750
Last Filing Date: 2025-03-19 16:45:00
Website: https://cm-ic.com