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P.A. BERG RETIREMENT SOLUTIONS

SENIORS SECURITY FINANCIAL, LTD.

CRD 140317

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$2.4M

Discretionary AUM

$2.4M

Team

1 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; SOLICITOR/REFERRAL FEES

Org form

Corporation

Filing date

2022-06-14

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals30$2.1M
High net worth individuals3$294K

All web addresses on file

Official SEC filing: View on IAPD