BERG FAIRCLOTH INVESTMENT ADVISORS CORP.
CRD #118673 SEC #801-61299 LEESBURG, VA 703-821-1040
SEC Registered
Total AUM
$34.1M
Discretionary
$34M
Employees
1
Clients
1
Accounts
285
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $34.1M | $34M | $180.3K | 1 | 200 |
| Dec 2011 | $34.1M | $34M | $180.3K | 1 | 200 |
| May 2011 | $34.1M | $34M | $180.3K | 5 | -- |
| May 2011 | $34.1M | $34M | $180.3K | 5 | -- |
| Mar 2011 | $28.6M | $28.5M | $125K | 5 | -- |
| Mar 2011 | $28.6M | $28.5M | $125K | 5 | -- |
| Jan 2010 | $27.1M | $27M | $125K | 5 | -- |
| Jan 2008 | $45.2M | $45M | $200K | 5 | -- |
| Feb 2007 | $39.5M | $39M | $500K | 5 | -- |
| Feb 2006 | $30.5M | $30M | $500K | 5 | -- |
| Sep 2005 | $35M | $30M | $5M | 5 | -- |
| Apr 2004 | $37M | $27M | $10M | 5 | -- |
DateJan 2012
Total AUM$34.1M
Discretionary$34M
Non-Disc.$180.3K
Employees1
Clients200
DateDec 2011
Total AUM$34.1M
Discretionary$34M
Non-Disc.$180.3K
Employees1
Clients200
DateMay 2011
Total AUM$34.1M
Discretionary$34M
Non-Disc.$180.3K
Employees5
Clients--
DateMay 2011
Total AUM$34.1M
Discretionary$34M
Non-Disc.$180.3K
Employees5
Clients--
DateMar 2011
Total AUM$28.6M
Discretionary$28.5M
Non-Disc.$125K
Employees5
Clients--
DateMar 2011
Total AUM$28.6M
Discretionary$28.5M
Non-Disc.$125K
Employees5
Clients--
DateJan 2010
Total AUM$27.1M
Discretionary$27M
Non-Disc.$125K
Employees5
Clients--
DateJan 2008
Total AUM$45.2M
Discretionary$45M
Non-Disc.$200K
Employees5
Clients--
DateFeb 2007
Total AUM$39.5M
Discretionary$39M
Non-Disc.$500K
Employees5
Clients--
DateFeb 2006
Total AUM$30.5M
Discretionary$30M
Non-Disc.$500K
Employees5
Clients--
DateSep 2005
Total AUM$35M
Discretionary$30M
Non-Disc.$5M
Employees5
Clients--
DateApr 2004
Total AUM$37M
Discretionary$27M
Non-Disc.$10M
Employees5
Clients--