|
⚲
|
| Berger Financial Group Inc
✚
|
|
|---|---|
| CRD # | 308174 |
| SEC # | 801-118923 |
| CIK # | 0001826136 |
| AUM | $2.9 B (2026-03-09) |
| Employees | 89 (64% Investors, 0% Brokers) |
| Phone | 763-746-2666 |
| Address | 1695 State Hwy 169 N Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,942 | 2.1 |
| (b) Individuals (high net worth individuals) | 813 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,139 | 2.9 |
| By Discretionary | ||
| Discretionary | 11,139 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,139 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 11,139 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001826136] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 3.7 |
|
Roffman Milller Associates Inc
✚
|
PA | 3.2 |
|
Bogart Wealth LLC
✚
|
VA | 3.2 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 3.0 |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.9 |
|
Key Financial Inc
✚
|
PA | 2.8 |
|
Keystone Financial Group LLC
✚
|
KY | 2.3 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2.2 |
|
SOFI Wealth LLC
✚
|
CA | 2.0 |
|
Armstrong Advisory Group Inc
✚
|
MA | 1.7 |