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BERGER FINANCIAL GROUP
BERGER FINANCIAL GROUP, INC.
CRD 308174 · SEC 801-118923
1695 STATE HWY 169 N, PLYMOUTH, MN, 55441, United States
Phone
763-746-2666
Fax
763-746-2669
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.95B
Discretionary AUM
$2.95B
Team
89 total employees; 57 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2942 | $2.07B |
| High net worth individuals | 813 | $866.2M |
| Charitable organizations | 5 | $2.4M |
| State/municipal entities | 3 | $3.8M |
| Corporations/business entities | 37 | $11.1M |
States served
VT, AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MA, MI, MN, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.indfinco.com
- https://www.linkedin.com/company/berger-financial-group-inc/
- https://www.twitter.com/bergerfingroup
- https://www.bergerfinancialgroup.com
- https://www.facebook.com/Bergerfinancialgroup/
- https://www.rga-advisors.com/
- https://www.facebook.com/RobertGordonInc
- https://www.instagram.com/bergerfinancial/
- https://www.youtube.com/@bergerfinancialgroup6655
Official SEC filing: View on IAPD