Bertram Solutions LLC

Bertram Solutions LLC (CRD# 289073) is a financial advisory firm headquartered in , . They manage $3,739,741 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/bertram.solutions/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $128,957
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Bertram Solutions LLC
Showing 1 - 2 of 2 top financial advisors.
1
Felix Bertram, financial advisor Kirkland WA
Felix U. Bertram
CRD#: 6865837
Kirkland, WA

Felix Bertram (CRD# 6865837) is an Investment Advisor Representative working at Bertram Solutions LLC in Kirkland, WA and has over 6 years of experience in the finance industry.

2
Birgit Bertram, financial advisor Kirkland WA
Birgit Bertram
CRD#: 6865846
Kirkland, WA

Birgit Bertram (CRD# 6865846) is an Investment Advisor Representative working at Bertram Solutions LLC in Kirkland, WA and has over 4 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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