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BERMAN, GIL
BERMAN, YAGIL
CRD 127726
4450 ARAPAHOE AVENUE, SUITE 100, BOULDER, CO, 80303, United States
Phone
303-447-9000
Fax
303-415-2500
Registration
— (—)
Source
State registered
Total AUM
$64.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 90 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $0 |
| High net worth individuals | 85 | $63.3M |
All web addresses on file
Official SEC filing: View on IAPD