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Kristen Leigh Berg

GROSVENOR FUND MANAGEMENT INC.·RADNOR, Pennsylvania
Unclaimed Profile
201 KING OF PRUSSIA ROAD, RADNOR, PA 19087CRD# 6350763Firm CRD# 141141
01

About

Kristen Leigh Berg is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with GROSVENOR FUND MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
GROSVENOR FUND MANAGEMENT INC.
GROSVENOR FUND MANAGEMENT INC.
AUM
$177M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GROSVENOR FUND MANAGEMENT INC. →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ACQUISITION AND DISPOSITION FEES
Regulatory
SEC/IARD CRD# 6350763
Firm CRD# 141141
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristen Leigh Berg offer?
Kristen Leigh Berg specializes in Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Kristen Leigh Berg's credentials?
Kristen Leigh Berg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Leigh Berg located?
Kristen Leigh Berg is based in RADNOR, Pennsylvania, working with GROSVENOR FUND MANAGEMENT INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Kristen Leigh Berg charge for services?
Kristen Leigh Berg's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: acquisition and disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROSVENOR FUND MANAGEMENT INC.?
GROSVENOR FUND MANAGEMENT INC. has approximately 2 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RADNOR
Fox Richard — CROSS ATLANTIC CAPITAL PARTNERS, INC.Richard Carter Caldwell — CROSS ATLANTIC CAPITAL PARTNERS, INC.Donald Richard Caldwell — CROSS ATLANTIC CAPITAL PARTNERS, INC.Rahul Singh — CROSS ATLANTIC CAPITAL PARTNERS, INC.Frederick Tecce — CROSS ATLANTIC CAPITAL PARTNERS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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