P
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
-- River Forest IL
About P.a. Berg Retirement Solutions
P.a. Berg Retirement Solutions is a River Forest-based RIA. The firm has been operating for 20 years. Managing $2.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$46.0K AVG AUM / CLIENT
20.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
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Owner & Executives
PATRICK ALLEN BERG
Financial Advisor, President
- CRD
- #2006557
- Ownership
- 75% or more
(760) 463-4162
momentum.oak@northcapital.com
in linkedin.com/in/wave-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,437,242 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,437,242 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,437,242
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,147,739,219 | 100.0% |
| Total | $6,147,739,219 | 100.0% |