Berger Financial Group, LLC
● SEC registered since 2020CRD 308174SEC# 801-118923Plymouth, MN
Reg. AUM
$2.95B
Employees
89
Accounts
11,139
Location
Plymouth, MN
About Berger Financial Group
Independent Financial Company, the public face of Berger Financial Group, is a comprehensive financial services firm that helps clients grow, protect, and conserve wealth. It stresses long-term, multi-generational relationships and personalized planning across retirement, investment, estate, insurance, and related needs.
Summary based on the firm’s website.
Berger Financial Group, LLC assets under management
Berger Financial Group, LLC operates as an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2020. It reports $2.9 billion in regulatory assets under management and employs 89 people.
Berger Financial Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alpha Holdings LLC Control | Owner | Over 75% | 2026 |
| April Therease Bortscheller Control | Secretary & Treasurer | Under 5% | 2026 |
| John Douglas MacKinnon Control | Chief Compliance Officer | Under 5% | 2026 |
| Nicholas Robert Asmus Control | Chief Executive Officer & President | Under 5% | 2026 |
| Beta Midco LLC Control | Sole Member | Over 75% | 2026 |
| Bfg Holdings LP Control | Sole Member | Over 75% | 2026 |
| Investcorp Investment Holdings Limited Control | Shareholder | Over 75% | 2024 |
| Investcorp North American Private Equity Parallel Fund Ii-A, L.P. Control | Limited Partner | 50-75% | 2026 |
| Ivc-Bfg Holding I LP Control | Shareholder | Over 75% | 2026 |
| Ivc-Bfg Holding II LP Control | Limited Partner | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Berger Financial Group, LLC manage?
Berger Financial Group, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Berger Financial Group, LLC have?
Berger Financial Group, LLC reports 89 employees.
Where is Berger Financial Group, LLC located?
Berger Financial Group, LLC is based in Plymouth, MN and has been SEC-registered since 2020.
Does Berger Financial Group, LLC disclose fund performance?
Berger Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1695 State Hwy 169 N, Plymouth, MN 55441 |
| Phone | 763-746-2666 |
| Fax | 763-746-2669 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1826136 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.95B▲ 78%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,369 advisers
EmployeesTop 8%
More than 92% of 16,804 advisers
Assets under management
$2.95Bregulatory AUM
Discretionary $2.95B