Berman, Gil

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).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,830,769
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)
  • Educational seminars/workshops
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.

CA, CO

Financial Advisors at Berman, Gil
Showing 1 - 1 of 1 top financial advisors.
1
Gil Berman
CRD#: 2226414
Boulder, CO
98
Wealthminder
score

Gil Berman (CRD# 2226414) is an Investment Advisor Representative working at Berman, Gil in Boulder, CO and has over 13 years of experience in the finance industry.

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