Berman, Gil

Berman, Gil (CRD# 127726) is a financial advisory firm headquartered in Boulder, CO. They manage $51,271,777 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4450 Arapahoe Avenue, Suite 100, Boulder, CO 80303
http://www.gilberman.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $1,385,724
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Berman, Gil
Showing 1 - 1 of 1 top financial advisors.
1
Gil Berman, financial advisor Boulder CO
Gil Berman
CRD#: 2226414
Boulder, CO

Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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