Berg Faircloth Investment Advisors

Berg Faircloth Investment Advisors (CRD# 118673) is a financial advisory firm headquartered in Leesburg, VA. They manage $27,638,086 in 288 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $95,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NC, TX, VA

Financial Advisors at Berg Faircloth Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Anise K. Faircloth
CRD#: 5640969
44135 Woodridge Parkway, Suite 200, Leesburg, VA 20176
87
Wealthminder
score

Anise Faircloth (CRD# 5640969) is an Investment Advisor Representative working at Berg Faircloth Investment Advisors in Leesburg, VA and has 1 year of experience in the finance industry.

2
Ricky L. Faircloth
CRD#: 3117825
44135 Woodridge Pkwy, Suite 200, Leesburg, VA 20176
73
Wealthminder
score

Ricky Faircloth (CRD# 3117825) is an Investment Advisor Representative working at Berg Faircloth Investment Advisors in Leesburg, VA and has over 16 years of experience in the finance industry.

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