BERG INVESTMENT PLANNING

BERG INVESTMENT PLANNING is an SEC-registered investment adviser (CRD 145121). Regulatory assets under management: $42.2M.

Registration

• CRD: 145121
• SEC file number: 801-69306
• Type: Registered investment adviser
• Phone: 708-267-6451
• Latest filing: 2026-02-10
• Regulatory AUM: $42.2M
• Discretionary AUM: $42.2M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search