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| Berger Financial Group Inc
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| CRD # | 308174 |
| SEC # | 801-118923 |
| CIK # | 0001826136 |
| AUM | 2,948.9 M (2026-03-09) |
| Employees | 89 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 763-746-2666 |
| Address | 1695 State Hwy 169 N Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Mon, 03 Aug 2026 | Investcorp Invests in Berger Financial Group — Hubbis |
| Fri, 31 Jul 2026 | Investcorp Invests In Berger Financial Group — Pulse 2.0 |
| Thu, 30 Jul 2026 | Investcorp Invests in Berger Financial Group — بوابة التكنولوجيا المالية |
| Thu, 30 Jul 2026 | Investcorp invests in US wealth management platform Berger Financial Group — TradingView |
| Wed, 29 Jul 2026 | Investcorp scoops up wealth management firm Berger Financial Group — pehub.com |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.7 | ||
| C H Robinson Worldwide Inc | 22.8 | ||
| Nvidia Corp | 22.3 | ||
| Amazon Com Inc | 17.2 | ||
| Vaneck Bitcoin Trust | 16.4 | ||
| Alphabet Inc | 15.1 | ||
| Microsoft Corp | 14.8 | ||
| Costco Wholesale Corp /NEW | 14.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,942 | 2.1 |
| (b) Individuals (high net worth individuals) | 813 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,139 | 2.9 |
| By Discretionary | ||
| Discretionary | 11,139 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,139 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 11,139 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001826136] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
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