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Berger Financial Group, Inc.

● SEC registered since 2020CRD 308174SEC# 801-118923Plymouth, MN
Export (members)
Reg. AUM
$2.5B
Employees
70
Accounts
10,333
Location
Plymouth, MN

Berger Financial Group, Inc. assets under management

Berger Financial Group, Inc. operates as an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2020. It reports $2.5 billion in regulatory assets under management and employs 70 people.
www.indfinco.comView on SEC.gov ↗

Berger Financial Group, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Angela Marie Erickson ControlAdvisor, Board MemberUnder 5%2020
Anthony Harold ReynoldsChief Strategy OfficerUnder 5%2024
April Therease Bortscheller ControlVice President, Board MemberUnder 5%2020
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Frequently asked questions

How much does Berger Financial Group, Inc. manage?

Berger Financial Group, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Berger Financial Group, Inc. have?

Berger Financial Group, Inc. reports 70 employees.

Where is Berger Financial Group, Inc. located?

Berger Financial Group, Inc. is based in Plymouth, MN and has been SEC-registered since 2020.

Does Berger Financial Group, Inc. disclose fund performance?

Berger Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1695 State Hwy 169, Plymouth, MN 55441
Phone763-746-2666
Fax763-746-2669
Office hours8:00a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1826136
Discloses disciplinary historyNo

Assets under management

Discretionary$2.5B
Non-discretionary$0
Total (RAUM)$2.5B