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BERGER FINANCIAL GROUP
Legal name: BERGER FINANCIAL GROUP, LLC
CRD 308174File 801-118923
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.95B
Top 25% of cohort (national)
Discretionary AUM
$2.95B
Clients
3,800
11,139 accounts
Employees
89
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 16, 2020
- Principal office
- 1695 STATE HWY 169 N, PLYMOUTH, MN, 55441
- Phone
- 763-746-2666
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.95B
- Discretionary AUM
- $2.95B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11,139
- Non-discretionary accounts
- 0
- Total accounts
- 11,139
- AUM per client
- $776K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $11.1M |
| Charitable organizations | 5 | $2.4M |
| High net worth individuals | 813 | $866.2M |
| State or municipal government entities | Fewer than 5 | $3.8M |
| Individuals (other than high net worth individuals) | 2,942 | $2.07B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.