Bergquist Wang, LLC
Bergquist Wang, LLC is an SEC-registered ria with $73.5M assets under management (AUM, regulatory AUM), -22% over one year. See who owns Bergquist Wang, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167570, data through 2021-08-11.
- AUM (assets under management / regulatory AUM)
- $73.5M (2021-08-11)
- Firm type
- Ria
- Employees
- 4
- Clients
- 45
- CRD
- 167570
- Ownership
- WANG, JONATHAN, KAE-CHI; BERGQUIST, MICHAEL, JOHN
How much AUM does Bergquist Wang, LLC have?
Bergquist Wang, LLC reported $73.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2021-08-11).
Who owns Bergquist Wang, LLC?
Disclosed owners and executives of Bergquist Wang, LLC include WANG, JONATHAN, KAE-CHI, BERGQUIST, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.