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BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Tel: 319-447-5700
4201 42nd Street Ne Suite 100
Cedar Rapids, Iowa 52402
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a Cedar Rapids, Iowa based financial advisory firm with nearly $742,220,394 in assets under management and provides investment advisory services for 3481 clients. There are currently 100 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
13609
SEC#:
801-62277
No. of Clients:
3481
Assets under Management
$742,220,394
No. of Advisors:
100
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