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| Happy Holidays!! thanks for using AUM13F!! |
| Berger Financial Group Inc
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| CRD # | 308174 |
| SEC # | 801-118923 |
| CIK # | 0001826136 |
| AUM | $2.5 B (2025-02-20) |
| Employees | 70 (77% Investors, 0% Brokers) |
| Phone | 763-746-2666 |
| Address | 1695 State Hwy 169 Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001826136 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.8 | ||
| Amazon Com Inc | 20.8 | ||
| Nvidia Corp | 20.7 | ||
| Microsoft Corp | 20.2 | ||
| Vaneck Bitcoin Trust | 18.9 | ||
| C H Robinson Worldwide Inc | 15.2 | ||
| Costco Wholesale Corp /NEW | 14.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,346 | 1.6 |
| (b) Individuals (high net worth individuals) | 324 | 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 | 4 | 0.0 |
| (i) State or municipal government entities | 1 | 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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,333 | 2.5 |
| By Discretionary | ||
| Discretionary | 10,333 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,333 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 10,333 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001826136] |
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