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BERG INVESTMENT PLANNING

TERREN GEORGE BERG

CRD 145121 · SEC 801-69306

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$42.2M

Discretionary AUM

$42.2M

Team

1 total employees; 1 advisory reps; 112 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-10

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals102$23.3M
High net worth individuals10$19.0M

Official SEC filing: View on IAPD