Terren George Berg (Berkeley)


Terren George Berg is an adviser based in Berkeley. It manages $66 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.

Terren George Berg provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Terren George Berg: assets under management

The assets under management (AUM) of Terren George Berg is $66 million. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.59 million in discretionary accounts and $64.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $795 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $340.79 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Terren George Berg for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berkeley

The principal office where Terren George Berg performs its advisory services is located at 5508 Bohlander Ave, Berkeley, IL 60163, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 708-267-6451 or by fax 708-540-4505. The normal business hours are 8:30 to 4:00 on Monday - Friday.

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