Natalie
Berman
Allworth Financial, L.P
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About this Advisor
Natalie Berman is a financial advisor based in East Dundee, Illinois. Berman currently works for Allworth Financial, L.P. Throughout their career, they have worked at Spirit Airlines, Retreat From Reality and Allworth Financial Dba Raa. Berman is approved to advise clients in California. Allworth Financial, L.P is a registered investment company based in Folsom, CA. It has offices in 26 locations and a total of 343 financial advisors. It handles $15 billion in assets under management between its 49,892 accounts, making it one of the largest firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 49,892 client accounts, 23% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by Allworth Financial, L.P can be comprised of some combination of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$14,880,814,526
343
49,892
$298,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Natalie Berman Work History
Natalie has been registered as a financial advisor for 0 years.*
Allworth Financial Dba Raa
Retreat From Reality
Spirit Airlines
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Natalie Berman 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 Allworth Financial, L.P
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Folsom, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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