Investment adviser · CRD 118673
BERG FAIRCLOTH INVESTMENT ADVISORS CORP.
Investment adviser filing (IA)
LEESBURG, VA, United States · Form ADV filed Jan 3, 2012
- Regulatory AUM
- $34.1M Form ADV · Item 5.F
- Client accounts
- 285 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 3, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
44135 WOODRIDGE PARKWAY, SUITE 200LEESBURG, VA, 20176, United States
CRD 118673
Filing source
Form ADV 597127 · Jan 3, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.