Berger Financial Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Berger Financial Group's estimated annual revenue is currently $11M per year.(i)
  • Berger Financial Group's estimated revenue per employee is $189,000

Employee Data

  • Berger Financial Group has 58 Employees.(i)
  • Berger Financial Group grew their employee count by -5% last year.

Berger Financial Group's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
VP, Mergers & AcquisitionsReveal Email/Phone
3
VP OperationsReveal Email/Phone
4
VP Practice ManagementReveal Email/Phone
5
Chief Financial OfficerReveal Email/Phone
6
Chief Investment OfficerReveal Email/Phone
7
Director Client ServicesReveal Email/Phone
8
Operations DirectorReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Paraplanner and AP/AR ClerkReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$113.7M4333%N/AN/A
#2
$58.7M260-8%N/AN/A
#3
$8.1M4841%N/AN/A
#4
$6.9M413%N/AN/A
#5
$5.4M32-14%N/AN/A
#6
$0.6M6-86%N/AN/A
#7
$55.9M2426%N/AN/A
#8
$11.7M625%N/AN/A
#9
$17.9M85-6%N/AN/A
#10
$7.1M4217%N/AN/A
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What Is Berger Financial Group?

With experienced financial planners and dedicated CPAs on staff, our team approach to wealth management sets us apart. As a result, we are able to seamlessly collaborate, plan for and implement multi-year financial and tax strategies few others are capable of. When it comes to investment management, we apply in-house cost and tax efficient portfolio strategies designed with risk reduction as a guiding principle. Berger Financial Group has continually helped financial advisors find their route to retirement. Teaming up with advisors all over the country, BFG has created fair and equitable succession plans that continue the excellent service their clients have grown accustom to. We are always looking for advisors to partner with! At BFG, we provide comprehensive, ethical and personal service to help our clients navigate the complex world of personal finance.

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Total Funding

58

Number of Employees

$11M

Revenue (est)

-5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.6M580%N/A
#2
$14.1M590%N/A
#3
$7.7M59N/AN/A
#4
$13M597%N/A
#5
$5.3M597%N/A