BERGER FINANCIAL GROUP, INC.
Legal name: BERGER FINANCIAL GROUP
CRD #308174 SEC #801-118923 PLYMOUTH, MN 763-746-2666
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
70
Clients
--
Accounts
10,333
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $2.5B | $2.5B | $0 | 70 | 0 |
| Jan 2025 | $1.7B | $1.7B | $0 | 64 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 64 | 0 |
| Nov 2023 | $1.4B | $1.4B | $0 | 60 | 0 |
| Aug 2023 | $1.4B | $1.4B | $0 | 60 | 0 |
| Aug 2023 | $1.4B | $1.4B | $0 | 60 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 60 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 51 | 0 |
| Mar 2021 | $1B | $1B | $0 | 40 | 1 |
| Nov 2020 | $977.5M | $977.5M | $0 | 39 | 1 |
| Nov 2020 | $977.5M | $977.5M | $0 | 39 | 1 |
| Nov 2020 | $977.5M | $977.5M | $0 | 39 | 1 |
| Oct 2020 | $977.5M | $977.5M | $0 | 39 | 1 |
DateFeb 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees70
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees64
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees64
Clients0
DateNov 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees60
Clients0
DateAug 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees60
Clients0
DateAug 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees60
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees60
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees40
Clients1
DateNov 2020
Total AUM$977.5M
Discretionary$977.5M
Non-Disc.$0
Employees39
Clients1
DateNov 2020
Total AUM$977.5M
Discretionary$977.5M
Non-Disc.$0
Employees39
Clients1
DateNov 2020
Total AUM$977.5M
Discretionary$977.5M
Non-Disc.$0
Employees39
Clients1
DateOct 2020
Total AUM$977.5M
Discretionary$977.5M
Non-Disc.$0
Employees39
Clients1