Bergeron Wealth Management Company, LLC
Bergeron Wealth Management Company, LLC (CRD# 113946) is a financial advisory firm headquartered in Houston, TX. They manage $52,255,658 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts120ACCOUNTS
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Average Account Value$435,464
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Bergeron Wealth Management Company, LLC
No Advisor Found.
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