Bergstrom Group

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

1300 Godward St NE Ste 5500, Minneapolis...

Phone Number

(651) 379-3901

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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1

About Bergstrom Group

The Bergstrom Group specializes in comprehensive wealth management services, focusing on retirement and estate planning for higher-net worth individuals. They provide customized investment management strategies and personalized financial plans to help clients achieve their personal and financial goals. The firm is recognized for its commitment to client interests and superior customer service, ranking among the top wealth advisors in Minnesota. Their experienced team aims to instill confidence in clients by proactively managing investment portfolios.Explore more
Popular SearchesBergstrom GroupBergstrom Financial Group IncThe Bergstrom GroupSIC Code 62,628NAICS Code 52,523Show more

Bergstrom Group Org Chart

PhoneEmail
AG
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Executive Assistant

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CS
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Senior Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bergstrom Group

<$5M
1-10
Private
-
2011
AG
Alissa GustafsonExecutive Assistant
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
$5.3M
11-50
Private
-
1996
SB
Sam BowersDirector, Client Services
$5.3M
11-50
Private
-
1989
TD
Tanya DooleyDirector, Operations
$5.3M
11-50
Private
<$5M
2006
PS
Patricia SchwartzChief Administrative Officer (CAO)
<$5M
11-50
Private
-
2005
ML
Marco LopezPartner, Texas Private Wealth Advisors. Wealth Advisor, RJFS
<$5M
1-10
Private
-
-
MS
Mitchell SinzFinancial Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Bergstrom Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bergstrom Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bergstrom Group.

Bergstrom Group Tech Stack

A closer look at the technologies used by Bergstrom Group

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Frequently Asked Questions Regarding Bergstrom Group

What is Bergstrom Group's official website?
Bergstrom Group's official website is www.bergstrom-focusfinancial.com
What is Bergstrom Group's Revenue?
Bergstrom Group's revenue is <$5 Million
What is Bergstrom Group's SIC code?
Bergstrom Group's SIC: 62,628
What is Bergstrom Group's NAICS code?
Bergstrom Group's NAICS: 52,523
How many employees does Bergstrom Group have?
Bergstrom Group has 1-10 employees
What industry does Bergstrom Group belong to?
Bergstrom Group is in the industry of: Finance, Securities Trading
What is Bergstrom Group competition?
Bergstrom Group top competitors include: Investment Management Associates, Texas Private Wealth Group, WealthSpring, Mappa Wealth Management
What technology does Bergstrom Group use?
Some of the popular technologies that Bergstrom Group uses are: Google Font API, Node.js, Google Tag Manager, GoDaddy DNS
How do I contact Bergstrom Group?
Bergstrom Group contact info: Phone number: (651) 379-3901 Website: www.bergstrom-focusfinancial.com
What does Bergstrom Group do?

The Bergstrom Group specializes in comprehensive wealth management services, focusing on retirement and estate planning for higher-net worth individuals. They provide customized investment management strategies and personalized financial plans to help clients achieve their personal and financial goals. The firm is recognized for its commitment to c... lient interests and superior customer service, ranking among the top wealth advisors in Minnesota. Their experienced team aims to instill confidence in clients by proactively managing investment portfolios.Read More

Is Bergstrom Group a public company?
Bergstrom Group is private company therefore does not currently have an official ticker symbol
See more information about Bergstrom Group

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