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Wealth Manager • Plymouth, United States

Berger Financial Group

Berger Financial Group is a wealth manager based in Plymouth, United States, founded in 1981. Verified contact details, AUM data, and investment preferences on FindLPs.

1981
Year Founded
Wealth Manager
Investor Type
Plymouth, United States
Headquarters
About

Berger Financial Group

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

Investment Focus

What Berger Financial Group Invests In

Sectors & themes: Community and Lifestyle, Financial Services, Other

Location: 1695 State Highway 169 N

Contact Berger Financial Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.