Investment adviser · CRD 105585

MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING

Investment adviser filing (IA)

BERGQUIST MICHAEL JOHN

SANTA BARBARA, CA, United States · Form ADV filed Apr 1, 2013

Regulatory AUM
$132M
Form ADV · Item 5.F
Client accounts
105
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

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: Apr 1, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1114 STATE STREET, SUITE 300
SANTA BARBARA, CA, 93101, United States

CRD 105585

Filing source

Form ADV 726414 · Apr 1, 2013 · 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.