LP Profile

Berger Financial Group

Also known as berger financial

Wealth ManagerPlymouth, United StatesFounded 1981
Plymouth
Headquarters
Investment Focus

About Berger Financial Group

Berger Financial Group is a wealth manager based in Plymouth, US. Founded in 1981.

Preferred Sectors & Themes

Community and LifestyleFinancial ServicesOther
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Berger Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.9B
Total Clients
11,139
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Berger Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Berger Financial Group?

Berger Financial Group is a wealth manager based in Plymouth, United States.

Where is Berger Financial Group headquartered?

Berger Financial Group is headquartered in Plymouth, United States.

When was Berger Financial Group founded?

Berger Financial Group was founded in 1981.

What does Berger Financial Group invest in?

Berger Financial Group focuses on Community and Lifestyle, Financial Services, Other.

How can I contact Berger Financial Group?

Verified contact details, key decision-makers, and investment preferences for Berger Financial Group are available on LPbacked. Create a free account to access them.