Investment adviser · CRD 308174
BERGER FINANCIAL GROUP
Investment adviser filing (IA)
BERGER FINANCIAL GROUP, LLC
PLYMOUTH, MN, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $2.95B Form ADV · Item 5.F
- Client accounts
- 11,139 Accounts, not individual clients
- Employees
- 89 Reported in this filing
- Advisory professionals
- 57 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,942 | $2,065,346,045 | 70.0% |
| High-net-worth individuals | 813 | $866,226,210 | 29.4% |
| Corporations & businesses | 37 | $11,075,493 | 0.4% |
| Government entities | Fewer than 5 | $3,817,500 | 0.1% |
| Charities | 5 | $2,396,756 | 0.1% |
Filing source
Form ADV 2130782 · Sep 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Sep 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1695 STATE HWY 169 NPLYMOUTH, MN, 55441, United States
CRD 308174
Filing source
Form ADV 2130782 · Sep 3, 2026 · 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.