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| Berger Financial Group Inc
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|---|---|
| CRD # | 308174 |
| SEC # | 801-118923 |
| CIK # | 0001826136 |
| AUM | $1.4 BB (2023-03-31) |
| Employees | 60 (83% Investors, 2% Brokers) |
| Phone | 763-746-2666 |
| Address | 1695 State Hwy 169 Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 28.9 | |
| CHRW | 12,862.8 | 22.0 | |
| MSFT | 1,918,222.4 | 10.9 | |
| UNH | 477,004.0 | 10.1 | |
| AMZN | 1,092,997.8 | 9.3 | |
| COST | 207,576.9 | 7.6 | |
| LMT | 111,953.9 | 7.2 | |
| HD | 277,648.0 | 7.1 | |
| V | 419,260.5 | 7.1 | |
| MA | 309,583.1 | 7.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,296 | 575.6 |
| (b) Individuals (high net worth individuals) | 363 | 778.7 |
| (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 | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 1.6 |
| (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 | 5 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 6,706 | 1,365.5 |
| By Discretionary | ||
| Discretionary | 6,706 | 1,365.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,706 | 1,365.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,365.5 | |
| Total | 6,706 | 1,365.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001826136] |
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|---|---|---|
|
Key Financial Inc
✚
|
PA | 1.8 |
|
Motley Fool Wealth Management LLC
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VA | 1.6 |
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Baltimore-Washington Financial Advisors Inc
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Keystone Financial Group LLC
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KY | 1.2 |
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Salomon and Ludwin LLC
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VA | 1.2 |
|
Ullman John & Associates Inc
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NY | 1.2 |
|
Forte Capital LLC
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NY | 1.1 |
|
Straightline Group LLC
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MI | 1.0 |
|
Townsend & Associates Inc
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CO | 1.0 |