Von Berge Wealth Management Group, LLC
Von Berge Wealth Management Group, LLC (CRD# 313332) is a financial advisory firm headquartered in San Diego, CA. They manage $375,921,686 in 1,043 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management376MILLION
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Total Number of Accounts1,043ACCOUNTS
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Average Account Value$360,423
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, IL, LA, NE, NY, OH, OK, OR, TX, WA
Erick Conway (CRD# 5621699) is an Investment Advisor Representative working at Von Berge Wealth Management Group, LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Erick Vonberge (CRD# 1706698) is an Investment Advisor Representative working at Von Berge Wealth Management Group, LLC in San Diego, CA and has over 32 years of experience in the finance industry.
Alexander Urbanek (CRD# 6649378) is an Investment Advisor Representative working at Von Berge Wealth Management Group, LLC in San Diego, CA and has 1 year of experience in the finance industry.