Investment adviser · CRD 145121

BERG INVESTMENT PLANNING

Investment adviser filing (IA)

TERREN GEORGE BERG

· Form ADV filed Jun 5, 2012

Regulatory AUM
$66M
Form ADV · Item 5.F
Client accounts
191
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 5, 2012. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

CRD 145121

Filing source

Form ADV 650983 · Jun 5, 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.