Joshua
Berger
The Colony Group, LLC
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About this Advisor
Joshua Berger is a financial advisor based in Scottsdale, Arizona, working with The Colony Group, LLC. Joshua has previously held positions at Henry+Horne Wealth Management, Arizona State University, Sequoia Choice Charter School, Bios Christian Academy, Interocean Capital Group, LLC, and The Colony Group, LLC. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Joshua is part of The Colony Group, LLC, which operates out of Scottsdale, Arizona. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joshua Berger Work History
The Colony Group, LLC
Interocean Capital Group, LLC
Henry+Horne Wealth Management
Arizona State University
Sequoia Choice Charter School
Bios Christian Academy
Disclosures
Please visit the SEC profile of Joshua Berger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Colony Group, LLC
Babylon, NY
Scottsdale, AZ
Scottsdale, AZ
Boston, MA
Babylon, NY
Bethesda, MD
Babylon, NY
Bethesda, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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