# BERGER FINANCIAL GROUP LLC

BERGER FINANCIAL GROUP LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 105125
- Type: SEC-registered investment adviser
- SEC file number: 801-9451
- Location: 210 UNIVERSITY BLVD, STE 800, DENVER, CO, 80206
- Phone: 303-329-0200
- Latest filing: 2003-03-27
- Regulatory AUM: $4.9B
- Discretionary AUM: $4.9B
- Clients: 11
- Accounts: 25

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [BOSCH ANTHONY RAYMOND](https://search.stillhousedata.com/person/740661) | VP AND CHIEF LEGAL OFFICER | — |
| [MERTENS DAVID GERHARD](https://search.stillhousedata.com/person/753919) | SR. VICE PRESIDENT | — |
| [FERRIE BRIAN SCOTT](https://search.stillhousedata.com/person/753921) | VP AND CHIEF COMPLIANCE OFFICER; VP, TREASURER, AND CHIEF FINANCIAL OFFICER; VP, TREASURER, CFO AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [THOMPSON JACK RALPH](https://search.stillhousedata.com/person/777464) | PRESIDENT AND CEO | — |
| [TRACEY JAY WALTER](https://search.stillhousedata.com/person/777465) | EXECUTIVE VICE PRESIDENT/CIO | — |
| [SUNDERHUSE MARK STEVEN](https://search.stillhousedata.com/person/777466) | EXECUTIVE VICE PRESIDENT | — |
| [SCHULTZ DAVID JOHN](https://search.stillhousedata.com/person/777467) | VP-FINANCE, TREASURER AND CFO | — |
| [TEAGUE JANICE MARGUERITE](https://search.stillhousedata.com/person/777468) | VP-ADMINISTRATION AND SECRETARY; VP AND SECRETARY | — |
| [ISEMAN ANDREW JAMES](https://search.stillhousedata.com/person/777469) | VP AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105125/similar
- Related entities: https://search.stillhousedata.com/firm/105125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105125

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.