B
CRD: 145121
Berg Investment Planning
Berkeley, IL
7082676451
$42.2M Total AUM
$42.2M Disc. AUM
-- 3Y CAGR
1 Employees
224 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2008
- Office Locations
- 1
Office Locations
-- Berkeley IL
About Berg Investment Planning
Berg Investment Planning is a Berkeley-based RIA. The firm has been operating for 18 years. Managing $42.2M in total assets under management, with 1 advisory representatives. Services offered include Investment Planning.
Team overview
-- AVG AGE
$42.2M AVG AUM / ADVISOR
$188.6K AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Services
Vital wave
Owner & Executives
T
TERREN GEORGE BERG
Chief Compliance Officer, Managing Director, President
- CRD
- #19016
- Ownership
- 75% or more
(501) 426-3194
focus.insight@vertexcapital.com
in linkedin.com/in/focus-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,239,995 | $795,000 |
| Non-Discretionary | $0 | $340,794 |
| Total | $42,239,995 | $345,550 |
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Separately Managed Accounts
Total SMA Asset: $42,239,995
U.S. Government/Agency:
14.7% Equity - Exchange:
34.5% Cash:
50.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $503,801,417 | 14.7% |
| Equity - Exchange | $1,182,391,080 | 34.5% |
| Cash | $1,741,028,026 | 50.8% |
| Total | $3,427,220,523 | 100.0% |