Berman, Gil (CRD# 127726) is a financial advisory firm headquartered in Boulder, CO. They manage $23,800,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$1,830,769
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 14 years of experience in the finance industry.