Robert Bergstrom

Robert Bergstrom (CRD# 116282) is a financial advisory firm headquartered in , . They manage $17,054,910 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $812,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Robert Bergstrom
Showing 1 - 1 of 1 top financial advisors.
1
Robert Bergstrom, financial advisor Bothell WA
Robert L. Bergstrom
CRD#: 1701030
Bothell, WA

Robert Bergstrom (CRD# 1701030) is an Investment Advisor Representative working at Robert Bergstrom in Bothell, WA and has over 36 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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