Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > minnesota > plymouth > BERGER FINANCIAL GROUP
BERGER FINANCIAL GROUP
1695 State Hwy 169
Plymouth, Minnesota 55441
Tel: 763-746-2666
About BERGER FINANCIAL GROUP
BERGER FINANCIAL GROUP, formally registered with the SEC as BERGER FINANCIAL GROUP. The firm was established in 06/16/2020. They have over 9 offices throughout the country.
BERGER FINANCIAL GROUP is a Plymouth, Minnesota based Financial Planning firm with nearly $2,500,753,183 assets under management, offering retirement planning & investment advisory services to 10333 clients. The firm is staffed with 70 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308174 |
| SEC# | 801-118923 |
| Assets Managed by Firm | $2,500,753,183 |
| No. of Clients | 10333 |
| No. of Advisors | 70 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10333 | $2,500,753,183 |
| Individuals (other than high net worth individuals) | 3346 | $1,550,577,015 |
| High net worth individuals | 324 | $942,774,751 |
| Charitable organizations | 4 | $2,172,674 |
| Corporations or other businesses | 9 | $4,978,352 |
More Retirement Planning firms in Plymouth, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
Explore More Retirement Advisors in Plymouth, Minnesota