The BERGER FINANCIAL GROUP is a privately held investment adviser that advises $2.95Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BERGER FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 182.11% over the last 5-years.
The Group has been registered with the SEC for 6.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 1695 STATE HWY 169 N, PLYMOUTH, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 89 employees comprised of 57 investment and 32 non-investment staff. The total number of Employees increased by 122.5% over the last 5-years.
Their $2.95Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 45 other accounts. Assets of Individuals clients own $2.07Bn or 70.04% of Total Assets and High Net Worth Individuals own $866.23mn or 29.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BERGER FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.