Philip Bervig, financial advisor Phoenix AZ

Philip Bervig

CRD Number: 5081514
Current Firm: Tcp Asset Management, LLC

Philip Bervig (CRD# 5081514) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tcp Asset Management Phoenix, OH Nov 2017 - Current 6
Philip Bervig Phoenix, AZ Nov 2017 - Current 6
Tcp Asset Management Phoenix, AZ Nov 2017 - Current 6
United Planners' Financial Services Scottsdale, AZ Jan 2015 - Current 9
East Harbour Capital Columbus, OH Nov 2017 - Sep 2019 1
East Harbour Capital Phoenix, AZ Aug 2015 - Nov 2017 2
East Harbour Capital Phoenix, AZ Jan 2015 - Nov 2017 2
Interwealth Management Advisors, LLC Scottsdale, AZ Jan 2010 - Jan 2015 5
Conscient Capital, LLC Scottsdale, AZ Jan 2010 - Jan 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
S63 Uniform Securities State Law Examination Feb 2015
Contact Info for Philip H. Bervig
Phone Number: 614-761-9378
Firm Website: https://tcpasset.com
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    642
    MILLIONS
  • Total Number of Accounts
    3,634
    ACCOUNTS
  • Average Account Value
    $176,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY

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