$64.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
190 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-25-2003
- Office Locations
- 1
Office Locations
-- Boulder CO
About Berman, GIL
Gil Berman is an independent, fee-only RIA providing objective financial planning and investment advice, from one-time portfolio reviews and retirement plan investment selection to ongoing guidance. Registered in Colorado and California with clients across other states and internationally, the practice is designed to minimize conflicts (no product sales) and commonly implements ETFs and other public funds, including via custodians such as Schwab.
Team overview
66 AVG AGE
$64.4M AVG AUM / ADVISOR
$338.8K AVG AUM / CLIENT
21.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Momentum Timber glacier
Client Personas
Quantum
Custodian
Ridge Optima Vertex
Investment Themes
Glacier zenith Eagle timber Alpha
Investment Vehicles
Vertex
Services
Eagle horizon Timber Legacy Delta
Owner & Executives
GIL BERMAN
Investment Advisor
- CRD
- #2226414
- Ownership
- 75% or more
(777) 988-6932
foundation.catalyst@valuecapital.com
in linkedin.com/in/momentum-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $64,374,581 | -- |
| Total | $64,374,581 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,374,581
Public Funds:
12.2% Cash:
44.1% Equity - Exchange:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $74,068,340 | 12.2% |
| Cash | $267,738,834 | 44.1% |
| Equity - Exchange | $265,310,364 | 43.7% |
| Total | $607,117,538 | 100.0% |