# Berger Financial Group

Berger Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://bergerfinancial.com

## Regulatory record

- **CRD number:** 308174
- **SEC file number:** 801-118923
- **Registration status:** Registered
- **Reports private funds:** No

## About

Berger Financial Group is an SEC-registered investment adviser in Plymouth, MN, registered since 2020. The firm manages approximately $2.9 billion in regulatory assets. It has 89 employees and 57 investment advisers.

## Questions

### Who manages investment decisions at Berger Financial Group?

No named investment professionals or principals have been publicly attributed to Berger Financial Group. The firm's leadership structure is not disclosed in any public record.

### What is the AUM of Berger Financial Group?

Berger Financial Group does not publicly report assets under management. No industry publication or directory has published an AUM figure for the firm.

### What investment strategies does Berger Financial Group pursue?

The firm's investment strategy is not publicly documented. No sector preferences, asset-class allocations, stage focus, or geographic targets have been identified from available sources.

### Does Berger Financial Group have any public portfolio companies?

No portfolio companies, direct investments, or fund commitments have been publicly attributed to Berger Financial Group. The firm has not appeared in regulatory filings or deal announcements.

### Is Berger Financial Group related to any other investment firms?

No public information connects Berger Financial Group to other investment entities, family offices, or financial firms.

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Updated: 2026-07-06T01:24:12.422Z

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