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BERG FAIRCLOTH INVESTMENT ADVISORS
BERG FAIRCLOTH INVESTMENT ADVISORS CORP.
CRD 118673 · SEC 801-61299
44135 WOODRIDGE PARKWAY, SUITE 200, LEESBURG, VA, 20176, United States
Phone
(703) 821-1040
Fax
(703) 821-1610
Registration
— (—)
Source
State registered
Total AUM
$41.0M
Discretionary AUM
$40.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $21.1M |
| High net worth individuals | 8 | $11.1M |
| Pension/profit sharing plans | 19 | $8.7M |
| Corporations/business entities | 1 | $72K |
All web addresses on file
Official SEC filing: View on IAPD