Berger Financial Group
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 308174
- Registered since
- June 16, 2020
- Website
- www.bergerfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals70.04%
- HNWI29.37%
- Corporations / Businesses0.38%
- State / Municipal Government0.13%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Berger Financial Group is an independent registered investment adviser that provides financial planning and portfolio management to individuals, families and some institutional clients. The firm is SEC-registered (2020) and operates as a limited liability company owned by a domestic entity and an individual. Its advisory work includes financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops; the firm also conducts insurance brokerage and accounting services. Berger charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Its client base is primarily individual and family accounts, with institutional relationships as well. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 318Active vs passive
$1.6B in ETFs
49%
$772M
46%
$791M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $111M | 3,410,758 | 7.10% |
Location
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 1695 Highway 169 N
- Time zone
- CT (UTC-6)
- Office locations
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