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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-16-2020
- Office Locations
- 11
Office Locations
About Berger Financial Group
Berger Financial Group provides wealth management and financial planning that integrates personalized investment strategy with in-house tax expertise. The team is employee-owned via an ESOP and includes six CPAs, supporting tax-aware portfolio construction across ETFs, mutual funds, and fixed income; investment work is informed by a Bloomberg terminal. Operates across retail and institutional channels, with Schwab as a key custodian.
Reported data analysis
What the numbers show
Between February 20, 2025 and September 3, 2026, reported AUM increased 17.9%, from $2.5B to $2.9B.
Across 5 reported observations, AUM increased 103.1% between March 23, 2022 and September 3, 2026, from $1.5B to $2.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 57 advisory representatives and 3,800 clients, or 66.7 clients per representative. That equates to $776.0K in reported AUM per client.
The profile lists 11 reported office locations and 6 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Berger Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICHOLAS ROBERT ASMUS
Chief Executive Officer, President
- CRD
- #4658905
- Ownership
- Less than 5%
APRIL THEREASE BORTSCHELLER
Chief Operating Officer, Secretary, TREASURER
- CRD
- #5276363
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Nicholas A Albert
Arizona Office Manager
- CRD
- #6782102
Kristin Anderson
Paraplanner
- CRD
- #8186077
Showing 2 of 52 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,948,862,004 | $264,733 |
| Non-Discretionary | $0 | -- |
| Total | $2,948,862,004 | $264,733 |
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Separately Managed Accounts
SMA allocation detail is available
Berger Financial Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Berger Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.