Berger Financial Group LLC is a large advisory firm based in Denver. It manages $4.87 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alaska, Arizona, California, and 4 other states.
Berger Financial Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Berger Financial Group LLC is $4.87 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Berger Financial Group LLC 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.
The principal office where Berger Financial Group LLC performs its advisory services is located at 210 University Blvd, Denver, CO 80206, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 303-329-0200 or by fax 303-329-8719. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.