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Allen Curtis Berg

WAVELAND FAMILY OFFICE, LLC·DEERFIELD, Illinois
Clean recordWAVELAND FAMILY OFFICE, LLC
570 LAKE COOK RD, DEERFIELD, IL 60015CRD# 1536438Firm CRD# 325248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Curtis Berg · DEERFIELD, IL
Registration
CRD #1536438 · WAVELAND FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Allen Curtis Berg is a registered financial advisor based in DEERFIELD, Illinois, affiliated with WAVELAND FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WAVELAND FAMILY OFFICE, LLC
WAVELAND FAMILY OFFICE, LLC
AUM
$359M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WAVELAND FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1536438
Firm CRD# 325248
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allen Curtis Berg offer?
Allen Curtis Berg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Allen Curtis Berg's credentials?
Allen Curtis Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Curtis Berg located?
Allen Curtis Berg is based in DEERFIELD, Illinois, working with WAVELAND FAMILY OFFICE, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Allen Curtis Berg charge for services?
Allen Curtis Berg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAVELAND FAMILY OFFICE, LLC?
WAVELAND FAMILY OFFICE, LLC has approximately 7 employees and manages $359M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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