BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Doing business as BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.. SEC Form ADV profile.
Total regulatory AUM
$906,439,489
Discretionary
$438,087,820
Non-discretionary
$468,351,669
Firm details
- CRD number
- 13609
- SEC file number
- 801-62277
- Main office
- CEDAR RAPIDS, IA, United States
- Employees
- 100
- SEC status
- Approved
- Website
- HTTP://WWW.BERTHEL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.